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 | $97,276 | $87,013+11.8% | $106,213-8.4% | $80,856+20.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 10.02% | 17.05%-7.0pp | 116.14%-106.1pp | 35.59%-25.6pp |
| Employer contribution / active EE | $3,263 | $2,395+36.2% | $3,171+2.9% | $2,755+18.4% |
| Participant deferral / active EE | $9,718 | $3,986+143.8% | $5,016+93.8% | $4,296+126.2% |
| Admin fee / account holder | $1,806 | $8,431-78.6% | $11,033-83.6% | $6,918-73.9% |