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 3-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 | $150,116 | $64,480+132.8% | $81,382+84.5% | $80,856+85.7% |
| Participation rate | 97.4% | 63.9%+33.5pp | 69.5%+27.9pp | 67.6%+29.7pp |
| Annual return | -33.38% | 16.34%-49.7pp | 24.73%-58.1pp | 35.59%-69.0pp |
| Employer contribution / active EE | $25,000 | $1,978+1163.6% | $2,463+915.1% | $2,755+807.5% |
| Participant deferral / active EE | $0 | $3,094-100.0% | $3,883-100.0% | $4,296-100.0% |
| Admin fee / account holder | $6,296 | $5,671+11.0% | $5,768+9.1% | $6,918-9.0% |