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 | $117,310 | $157,256-25.4% | $141,162-16.9% | $152,861-23.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 4.64% | 64.32%-59.7pp | 71.39%-66.7pp | 345.32%-340.7pp |
| Employer contribution / active EE | $9,524 | $5,261+81.0% | $4,735+101.1% | $4,762+100.0% |
| Participant deferral / active EE | $3,490 | $7,109-50.9% | $6,709-48.0% | $5,850-40.3% |
| Admin fee / account holder | $2,222 | $12,120-81.7% | $10,261-78.3% | $11,596-80.8% |