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 10-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 | $88,171 | $102,966-14.4% | $90,281-2.3% | $152,861-42.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 5.93% | 95.16%-89.2pp | 78.10%-72.2pp | 345.32%-339.4pp |
| Employer contribution / active EE | $3,467 | $3,139+10.4% | $2,854+21.4% | $4,762-27.2% |
| Participant deferral / active EE | $4,081 | $4,281-4.7% | $3,885+5.0% | $5,850-30.2% |
| Admin fee / account holder | $220,711 | $6,171+3476.8% | $5,351+4024.5% | $11,596+1803.3% |