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 | $80,519 | $80,717-0.2% | $154,803-48.0% | $84,808-5.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 10.22% | 37.96%-27.7pp | 58.88%-48.7pp | 40.90%-30.7pp |
| Employer contribution / active EE | $4,984 | $2,761+80.5% | $4,305+15.8% | $2,631+89.4% |
| Participant deferral / active EE | $3,015 | $3,303-8.7% | $5,540-45.6% | $4,212-28.4% |
| Admin fee / account holder | $1,450 | $6,746-78.5% | $14,329-89.9% | $7,344-80.3% |