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 | $71,386 | $56,897+25.5% | $84,750-15.8% | $62,891+13.5% |
| Participation rate | 98.6% | 68.5%+30.1pp | 76.6%+22.0pp | 69.3%+29.3pp |
| Annual return | -2.22% | 6.30%-8.5pp | 22.78%-25.0pp | 20.14%-22.4pp |
| Employer contribution / active EE | $5,634 | $2,400+134.8% | $3,574+57.6% | $2,281+147.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,752 | $3,581+60.6% | $5,332+7.9% | $4,296+33.9% |