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 6-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 | $65,062 | $183,519-64.5% | $155,509-58.2% | $145,922-55.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.44% | 61.17%-53.7pp | 64.67%-57.2pp | 561.29%-553.8pp |
| Employer contribution / active EE | $5,901 | $5,313+11.1% | $4,672+26.3% | $4,660+26.6% |
| Participant deferral / active EE | $3,933 | $6,462-39.1% | $5,626-30.1% | $6,688-41.2% |
| Admin fee / account holder | $809 | $19,313-95.8% | $15,912-94.9% | $13,397-94.0% |