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 | $112,078 | $215,361-48.0% | $171,082-34.5% | $273,961-59.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 0.93% | 25.14%-24.2pp | 32.56%-31.6pp | 41.45%-40.5pp |
| Employer contribution / active EE | $2,108 | $4,967-57.6% | $4,002-47.3% | $4,869-56.7% |
| Participant deferral / active EE | $6,532 | $5,543+17.8% | $4,797+36.2% | $5,287+23.5% |
| Admin fee / account holder | $7,179 | $10,846-33.8% | $8,520-15.7% | $10,132-29.1% |