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 | $84,617 | $148,978-43.2% | $200,582-57.8% | $84,808-0.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 10.77% | 28.16%-17.4pp | 42.33%-31.6pp | 40.90%-30.1pp |
| Employer contribution / active EE | $8,737 | $4,815+81.5% | $6,419+36.1% | $2,631+232.1% |
| Participant deferral / active EE | $12,599 | $7,142+76.4% | $9,331+35.0% | $4,212+199.2% |
| Admin fee / account holder | $897 | $13,977-93.6% | $16,305-94.5% | $7,344-87.8% |