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 3-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 | $40,296 | $159,602-74.8% | $150,045-73.1% | $142,382-71.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 3.44% | 70.24%-66.8pp | 62.55%-59.1pp | 217.08%-213.6pp |
| Employer contribution / active EE | $1,424 | $4,961-71.3% | $4,693-69.7% | $4,299-66.9% |
| Participant deferral / active EE | $5,626 | $8,310-32.3% | $7,997-29.7% | $6,507-13.5% |
| Admin fee / account holder | $59,439 | $14,846+300.4% | $13,435+342.4% | $12,624+370.9% |