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 | $51,501 | $104,664-50.8% | $85,682-39.9% | $167,490-69.3% |
| Participation rate | 73.3% | 76.4%-3.0pp | 69.9%+3.5pp | 82.1%-8.8pp |
| Annual return | 8.49% | 21.45%-13.0pp | 21.49%-13.0pp | 478.56%-470.1pp |
| Employer contribution / active EE | $907 | $3,337-72.8% | $2,618-65.4% | $4,837-81.3% |
| Participant deferral / active EE | $2,765 | $4,824-42.7% | $3,923-29.5% | $6,341-56.4% |
| Admin fee / account holder | $21,308 | $10,032+112.4% | $6,873+210.0% | $12,309+73.1% |