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 | $98,597 | $46,553+111.8% | $64,056+53.9% | $75,163+31.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | -2.30% | 26.03%-28.3pp | 33.69%-36.0pp | 160.62%-162.9pp |
| Employer contribution / active EE | $2,793 | $1,974+41.5% | $2,747+1.7% | $2,670+4.6% |
| Participant deferral / active EE | $3,827 | $2,837+34.9% | $3,880-1.4% | $4,125-7.2% |
| Admin fee / account holder | $2,948 | $2,952-0.1% | $3,068-3.9% | $5,651-47.8% |