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 9-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 | $123,923 | $76,367+62.3% | $93,606+32.4% | $72,985+69.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 1.54% | 25.82%-24.3pp | 32.76%-31.2pp | 81.00%-79.5pp |
| Employer contribution / active EE | $2,291 | $2,275+0.7% | $2,718-15.7% | $2,440-6.1% |
| Participant deferral / active EE | $3,239 | $3,538-8.5% | $4,069-20.4% | $3,607-10.2% |
| Admin fee / account holder | $4,045 | $6,838-40.8% | $7,888-48.7% | $5,124-21.1% |