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 | $123,429 | $167,484-26.3% | $151,611-18.6% | $134,475-8.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.75% | 7.80%-29.5pp | 3.33%-25.1pp | 417.96%-439.7pp |
| Employer contribution / active EE | $8,113 | $6,829+18.8% | $6,166+31.6% | $4,740+71.2% |
| Participant deferral / active EE | $21,163 | $8,986+135.5% | $8,363+153.0% | $6,400+230.7% |
| Admin fee / account holder | $1,331 | $13,783-90.3% | $11,616-88.5% | $11,426-88.4% |