See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,659 | $201,272-53.0% | $184,203-48.6% | $145,922-35.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.75% | 29.00%-22.2pp | 28.81%-22.1pp | 561.29%-554.5pp |
| Employer contribution / active EE | $1,586 | $7,022-77.4% | $6,427-75.3% | $4,660-66.0% |
| Participant deferral / active EE | $9,934 | $9,806+1.3% | $9,131+8.8% | $6,688+48.5% |
| Admin fee / account holder | $4,630 | $16,364-71.7% | $13,901-66.7% | $13,397-65.4% |