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 | $55,712 | $159,602-65.1% | $150,045-62.9% | $142,382-60.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.97% | 70.24%-61.3pp | 62.55%-53.6pp | 217.08%-208.1pp |
| Employer contribution / active EE | $7,500 | $4,961+51.2% | $4,693+59.8% | $4,299+74.5% |
| Participant deferral / active EE | $13,211 | $8,310+59.0% | $7,997+65.2% | $6,507+103.0% |
| Admin fee / account holder | $49,369 | $14,846+232.5% | $13,435+267.5% | $12,624+291.1% |