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 | $95,557 | $80,717+18.4% | $154,803-38.3% | $84,808+12.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 11.72% | 37.96%-26.2pp | 58.88%-47.2pp | 40.90%-29.2pp |
| Employer contribution / active EE | $2,084 | $2,761-24.5% | $4,305-51.6% | $2,631-20.8% |
| Participant deferral / active EE | $5,831 | $3,303+76.5% | $5,540+5.3% | $4,212+38.5% |
| Admin fee / account holder | $16,735 | $6,746+148.1% | $14,329+16.8% | $7,344+127.9% |