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 | $56,275 | $90,348-37.7% | $75,972-25.9% | $145,922-61.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 3.32% | 620.88%-617.6pp | 359.55%-356.2pp | 561.29%-558.0pp |
| Employer contribution / active EE | $4,953 | $3,311+49.6% | $2,685+84.5% | $4,660+6.3% |
| Participant deferral / active EE | $7,625 | $5,162+47.7% | $4,255+79.2% | $6,688+14.0% |
| Admin fee / account holder | $1,823 | $8,467-78.5% | $6,467-71.8% | $13,397-86.4% |