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 7-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 | $100,105 | $165,335-39.5% | $149,696-33.1% | $158,922-37.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 0.67% | 348.15%-347.5pp | 276.60%-275.9pp | 302.83%-302.2pp |
| Employer contribution / active EE | $9,474 | $5,103+85.7% | $4,644+104.0% | $4,761+99.0% |
| Participant deferral / active EE | $5,840 | $7,181-18.7% | $6,842-14.6% | $5,982-2.4% |
| Admin fee / account holder | $263,935 | $10,807+2342.4% | $9,309+2735.4% | $11,246+2247.0% |