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 5-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 | $56,385 | $209,411-73.1% | $178,490-68.4% | $158,922-64.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.10% | 188.75%-186.7pp | 151.07%-149.0pp | 302.83%-300.7pp |
| Employer contribution / active EE | $3,624 | $5,706-36.5% | $5,011-27.7% | $4,761-23.9% |
| Participant deferral / active EE | $4,032 | $5,954-32.3% | $5,202-22.5% | $5,982-32.6% |
| Admin fee / account holder | $177,691 | $17,074+940.7% | $13,984+1170.7% | $11,246+1480.1% |