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 | $80,981 | $98,750-18.0% | $149,696-45.9% | $79,858+1.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 6.25% | 27.43%-21.2pp | 276.60%-270.3pp | 31.71%-25.5pp |
| Employer contribution / active EE | $2,059 | $3,216-36.0% | $4,644-55.7% | $2,471-16.7% |
| Participant deferral / active EE | $5,530 | $5,680-2.6% | $6,842-19.2% | $3,740+47.9% |
| Admin fee / account holder | $23,822 | $6,053+293.6% | $9,309+155.9% | $5,306+348.9% |