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 | $200,838 | $88,707+126.4% | $74,183+170.7% | $273,961-26.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.09% | 11.94%-9.8pp | 17.74%-15.6pp | 41.45%-39.4pp |
| Employer contribution / active EE | $4,748 | $3,159+50.3% | $2,370+100.3% | $4,869-2.5% |
| Participant deferral / active EE | $5,636 | $4,212+33.8% | $3,550+58.8% | $5,287+6.6% |
| Admin fee / account holder | $1,364 | $8,717-84.4% | $5,586-75.6% | $10,132-86.5% |