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 7-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 | $58,528 | $124,281-52.9% | $109,143-46.4% | $167,490-65.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 0.63% | 26.04%-25.4pp | 25.75%-25.1pp | 478.56%-477.9pp |
| Employer contribution / active EE | $4,813 | $4,207+14.4% | $3,722+29.3% | $4,837-0.5% |
| Participant deferral / active EE | $7,200 | $5,255+37.0% | $4,653+54.7% | $6,341+13.5% |
| Admin fee / account holder | $349 | $7,970-95.6% | $6,752-94.8% | $12,309-97.2% |