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 | $84,946 | $79,944+6.3% | $98,439-13.7% | $75,163+13.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 11.43% | 19.75%-8.3pp | 21.16%-9.7pp | 160.62%-149.2pp |
| Employer contribution / active EE | $2,415 | $2,264+6.7% | $3,048-20.8% | $2,670-9.5% |
| Participant deferral / active EE | $6,051 | $3,752+61.3% | $4,738+27.7% | $4,125+46.7% |
| Admin fee / account holder | $44,782 | $6,840+554.7% | $8,948+400.5% | $5,651+692.5% |