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 | $77,835 | $77,899-0.1% | $149,673-48.0% | $75,163+3.6% |
| Participation rate | 93.7% | 65.6%+28.1pp | 78.8%+14.9pp | 67.2%+26.5pp |
| Annual return | 6.20% | 31.72%-25.5pp | 134.42%-128.2pp | 160.62%-154.4pp |
| Employer contribution / active EE | $2,190 | $3,137-30.2% | $4,818-54.5% | $2,670-18.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,676 | $5,956-55.1% | $13,210-79.7% | $5,651-52.6% |