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 | $57,043 | $56,053+1.8% | $75,972-24.9% | $80,856-29.5% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 9.98% | 20.53%-10.6pp | 359.55%-349.6pp | 35.59%-25.6pp |
| Employer contribution / active EE | $4,432 | $1,874+136.5% | $2,685+65.1% | $2,755+60.9% |
| Participant deferral / active EE | $2,636 | $3,052-13.6% | $4,255-38.1% | $4,296-38.6% |
| Admin fee / account holder | $978 | $5,234-81.3% | $6,467-84.9% | $6,918-85.9% |