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 | $87,081 | $117,381-25.8% | $99,443-12.4% | $152,861-43.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 2.64% | 31.87%-29.2pp | 30.72%-28.1pp | 345.32%-342.7pp |
| Employer contribution / active EE | $3,221 | $3,013+6.9% | $2,540+26.8% | $4,762-32.4% |
| Participant deferral / active EE | $4,705 | $4,086+15.1% | $3,619+30.0% | $5,850-19.6% |
| Admin fee / account holder | $25,323 | $7,631+231.9% | $6,250+305.1% | $11,596+118.4% |