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 5-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 | $47,033 | $110,261-57.3% | $95,745-50.9% | $139,434-66.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -4.36% | 27.11%-31.5pp | 28.35%-32.7pp | 372.94%-377.3pp |
| Employer contribution / active EE | $24,507 | $3,257+652.4% | $2,835+764.6% | $4,751+415.8% |
| Participant deferral / active EE | $6,477 | $4,676+38.5% | $4,245+52.6% | $6,710-3.5% |
| Admin fee / account holder | $3,068 | $6,613-53.6% | $5,678-46.0% | $11,403-73.1% |