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 | $92,136 | $89,753+2.7% | $107,525-14.3% | $84,808+8.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 11.56% | 29.48%-17.9pp | 181.32%-169.8pp | 40.90%-29.3pp |
| Employer contribution / active EE | $16,158 | $3,113+419.0% | $3,754+330.5% | $2,631+514.1% |
| Participant deferral / active EE | $1,843 | $4,056-54.6% | $5,116-64.0% | $4,212-56.2% |
| Admin fee / account holder | $12,194 | $7,222+68.8% | $8,919+36.7% | $7,344+66.0% |