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 | $56,792 | $90,503-37.2% | $78,689-27.8% | $273,961-79.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.49% | 75.60%-75.1pp | 62.18%-61.7pp | 41.45%-41.0pp |
| Employer contribution / active EE | $6,187 | $3,176+94.8% | $2,851+117.0% | $4,869+27.1% |
| Participant deferral / active EE | $10,213 | $3,901+161.8% | $3,517+190.4% | $5,287+93.2% |
| Admin fee / account holder | $72,498 | $5,263+1277.5% | $4,510+1507.4% | $10,132+615.5% |