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 7-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 | $116,190 | $97,744+18.9% | $103,476+12.3% | $145,922-20.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 9.19% | 25.41%-16.2pp | 23.90%-14.7pp | 561.29%-552.1pp |
| Employer contribution / active EE | $2,118 | $4,677-54.7% | $4,672-54.7% | $4,660-54.5% |
| Participant deferral / active EE | $4,427 | $6,603-33.0% | $6,623-33.2% | $6,688-33.8% |
| Admin fee / account holder | $498 | $12,515-96.0% | $9,413-94.7% | $13,397-96.3% |