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 | $142,460 | $214,378-33.5% | $200,582-29.0% | $142,382+0.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 8.06% | 46.41%-38.3pp | 42.33%-34.3pp | 217.08%-209.0pp |
| Employer contribution / active EE | $6,240 | $6,841-8.8% | $6,419-2.8% | $4,299+45.1% |
| Participant deferral / active EE | $8,160 | $9,865-17.3% | $9,331-12.6% | $6,507+25.4% |
| Admin fee / account holder | $10,351 | $17,692-41.5% | $16,305-36.5% | $12,624-18.0% |