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 | $100,100 | $72,492+38.1% | $87,100+14.9% | $72,985+37.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 1.04% | 24.46%-23.4pp | 28.19%-27.2pp | 81.00%-80.0pp |
| Employer contribution / active EE | $3,259 | $1,894+72.1% | $2,521+29.3% | $2,440+33.6% |
| Participant deferral / active EE | $2,045 | $3,270-37.4% | $4,049-49.5% | $3,607-43.3% |
| Admin fee / account holder | $3,284 | $5,055-35.0% | $7,497-56.2% | $5,124-35.9% |