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 | $91,778 | $97,744-6.1% | $103,476-11.3% | $145,922-37.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 8.36% | 25.41%-17.1pp | 23.90%-15.5pp | 561.29%-552.9pp |
| Employer contribution / active EE | $4,690 | $4,677+0.3% | $4,672+0.4% | $4,660+0.6% |
| Participant deferral / active EE | $4,363 | $6,603-33.9% | $6,623-34.1% | $6,688-34.8% |
| Admin fee / account holder | $52,456 | $12,515+319.1% | $9,413+457.3% | $13,397+291.5% |