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 | $109,058 | $176,056-38.1% | $159,436-31.6% | $167,490-34.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.00% | 331.75%-323.8pp | 263.57%-255.6pp | 478.56%-470.6pp |
| Employer contribution / active EE | $1,590 | $5,297-70.0% | $4,829-67.1% | $4,837-67.1% |
| Participant deferral / active EE | $6,001 | $7,750-22.6% | $7,352-18.4% | $6,341-5.4% |
| Admin fee / account holder | $1,715 | $12,554-86.3% | $10,799-84.1% | $12,309-86.1% |