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 | $109,441 | $71,829+52.4% | $69,780+56.8% | $142,382-23.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 7.00% | 31.01%-24.0pp | 26.31%-19.3pp | 217.08%-210.1pp |
| Employer contribution / active EE | $10,073 | $4,385+129.7% | $4,168+141.7% | $4,299+134.3% |
| Participant deferral / active EE | $0 | $6,819-100.0% | $6,164-100.0% | $6,507-100.0% |
| Admin fee / account holder | $14,720 | $7,818+88.3% | $7,285+102.1% | $12,624+16.6% |