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 4-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 | $53,637 | $111,754-52.0% | $103,333-48.1% | $145,922-63.2% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.1pp |
| Annual return | 0.51% | 24.77%-24.3pp | 24.88%-24.4pp | 561.29%-560.8pp |
| Employer contribution / active EE | $2,418 | $4,212-42.6% | $3,868-37.5% | $4,660-48.1% |
| Participant deferral / active EE | $4,851 | $5,619-13.7% | $5,057-4.1% | $6,688-27.5% |
| Admin fee / account holder | $2,665 | $9,750-72.7% | $8,355-68.1% | $13,397-80.1% |