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 | $145,993 | $76,367+91.2% | $93,606+56.0% | $72,985+100.0% |
| Participation rate | 97.7% | 71.7%+26.0pp | 75.8%+21.9pp | 69.5%+28.2pp |
| Annual return | -2.30% | 25.82%-28.1pp | 32.76%-35.1pp | 81.00%-83.3pp |
| Employer contribution / active EE | $11,292 | $2,275+396.3% | $2,718+315.5% | $2,440+362.8% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,607-100.0% |
| Admin fee / account holder | $23,284 | $6,838+240.5% | $7,888+195.2% | $5,124+354.4% |