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 | $142,504 | $99,341+43.4% | $84,750+68.1% | $273,961-48.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.91% | 22.93%-22.0pp | 22.78%-21.9pp | 41.45%-40.5pp |
| Employer contribution / active EE | $856 | $4,214-79.7% | $3,574-76.0% | $4,869-82.4% |
| Participant deferral / active EE | $1,030 | $4,269-75.9% | $3,712-72.2% | $5,287-80.5% |
| Admin fee / account holder | $1,089 | $6,644-83.6% | $5,332-79.6% | $10,132-89.3% |