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 | $115,572 | $58,512+97.5% | $84,015+37.6% | $72,985+58.4% |
| Participation rate | 97.2% | 61.2%+36.0pp | 69.0%+28.2pp | 69.5%+27.7pp |
| Annual return | 2.09% | 28.93%-26.8pp | 71.31%-69.2pp | 81.00%-78.9pp |
| Employer contribution / active EE | $6,944 | $1,163+497.1% | $1,983+250.1% | $2,440+184.6% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,607-100.0% |
| Admin fee / account holder | $940 | $4,569-79.4% | $6,101-84.6% | $5,124-81.6% |