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 | $59,481 | $93,571-36.4% | $135,903-56.2% | $75,163-20.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 7.13% | 30.90%-23.8pp | 68.23%-61.1pp | 160.62%-153.5pp |
| Employer contribution / active EE | $4,794 | $3,537+35.6% | $4,856-1.3% | $2,670+79.6% |
| Participant deferral / active EE | $2,543 | $6,404-60.3% | $7,758-67.2% | $4,125-38.4% |
| Admin fee / account holder | $3,606 | $6,975-48.3% | $10,762-66.5% | $5,651-36.2% |