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 | $35,078 | $124,281-71.8% | $109,143-67.9% | $167,490-79.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 3.23% | 26.04%-22.8pp | 25.75%-22.5pp | 478.56%-475.3pp |
| Employer contribution / active EE | $3,634 | $4,207-13.6% | $3,722-2.4% | $4,837-24.9% |
| Participant deferral / active EE | $3,634 | $5,255-30.8% | $4,653-21.9% | $6,341-42.7% |
| Admin fee / account holder | $427 | $7,970-94.6% | $6,752-93.7% | $12,309-96.5% |