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 4-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 | $105,564 | $81,460+29.6% | $103,333+2.2% | $80,856+30.6% |
| Participation rate | 96.7% | 66.8%+29.8pp | 74.5%+22.2pp | 67.6%+29.0pp |
| Annual return | -18.25% | 25.55%-43.8pp | 24.88%-43.1pp | 35.59%-53.8pp |
| Employer contribution / active EE | $16,802 | $3,105+441.1% | $3,868+334.4% | $2,755+509.9% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,858 | $6,566-26.0% | $8,355-41.8% | $6,918-29.8% |