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 10-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 | $85,465 | $201,272-57.5% | $184,203-53.6% | $145,922-41.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.75% | 29.00%-25.2pp | 28.81%-25.1pp | 561.29%-557.5pp |
| Employer contribution / active EE | $8,370 | $7,022+19.2% | $6,427+30.2% | $4,660+79.6% |
| Participant deferral / active EE | $16,263 | $9,806+65.8% | $9,131+78.1% | $6,688+143.2% |
| Admin fee / account holder | $346,623 | $16,364+2018.2% | $13,901+2393.5% | $13,397+2487.3% |