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 9-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 | $48,771 | $112,881-56.8% | $90,951-46.4% | $158,922-69.3% |
| Participation rate | 82.4% | 74.7%+7.6pp | 69.0%+13.3pp | 82.0%+0.4pp |
| Annual return | 3.71% | 215.79%-212.1pp | 134.60%-130.9pp | 302.83%-299.1pp |
| Employer contribution / active EE | $1,351 | $2,893-53.3% | $2,122-36.3% | $4,761-71.6% |
| Participant deferral / active EE | $2,538 | $4,128-38.5% | $3,373-24.8% | $5,982-57.6% |
| Admin fee / account holder | $347 | $8,041-95.7% | $5,959-94.2% | $11,246-96.9% |