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 | $88,204 | $110,257-20.0% | $96,544-8.6% | $139,434-36.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 6.82% | 26.32%-19.5pp | 25.84%-19.0pp | 372.94%-366.1pp |
| Employer contribution / active EE | $8,011 | $3,620+121.3% | $2,965+170.2% | $4,751+68.6% |
| Participant deferral / active EE | $16,122 | $5,548+190.6% | $4,851+232.4% | $6,710+140.3% |
| Admin fee / account holder | $114,030 | $11,591+883.8% | $8,252+1281.8% | $11,403+900.0% |