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 8-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 | $89,250 | $106,584-16.3% | $101,326-11.9% | $142,382-37.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 11.98% | 36.93%-24.9pp | 36.82%-24.8pp | 217.08%-205.1pp |
| Employer contribution / active EE | $3,951 | $3,956-0.1% | $3,665+7.8% | $4,299-8.1% |
| Participant deferral / active EE | $11,363 | $8,297+37.0% | $7,994+42.1% | $6,507+74.6% |
| Admin fee / account holder | $809 | $11,446-92.9% | $11,185-92.8% | $12,624-93.6% |