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 | $54,018 | $227,553-76.3% | $189,557-71.5% | $167,490-67.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 3.73% | 78.40%-74.7pp | 64.17%-60.4pp | 478.56%-474.8pp |
| Employer contribution / active EE | $4,706 | $5,316-11.5% | $4,412+6.7% | $4,837-2.7% |
| Participant deferral / active EE | $5,688 | $7,002-18.8% | $6,174-7.9% | $6,341-10.3% |
| Admin fee / account holder | $4,761 | $11,878-59.9% | $9,807-51.5% | $12,309-61.3% |