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 | $91,015 | $117,841-22.8% | $102,423-11.1% | $145,922-37.6% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 7.00% | 31.65%-24.6pp | 29.32%-22.3pp | 561.29%-554.3pp |
| Employer contribution / active EE | $1,883 | $3,615-47.9% | $3,023-37.7% | $4,660-59.6% |
| Participant deferral / active EE | $2,952 | $5,731-48.5% | $5,053-41.6% | $6,688-55.9% |
| Admin fee / account holder | $162,237 | $13,326+1117.4% | $9,451+1616.7% | $13,397+1111.0% |