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 | $40,553 | $111,754-63.7% | $103,333-60.8% | $145,922-72.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 0.31% | 24.77%-24.5pp | 24.88%-24.6pp | 561.29%-561.0pp |
| Employer contribution / active EE | $4,006 | $4,212-4.9% | $3,868+3.6% | $4,660-14.0% |
| Participant deferral / active EE | $8,714 | $5,619+55.1% | $5,057+72.3% | $6,688+30.3% |
| Admin fee / account holder | $955 | $9,750-90.2% | $8,355-88.6% | $13,397-92.9% |