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 | $74,375 | $79,944-7.0% | $98,439-24.4% | $75,163-1.0% |
| Participation rate | 98.5% | 70.4%+28.1pp | 75.2%+23.3pp | 67.2%+31.3pp |
| Annual return | -3.76% | 19.75%-23.5pp | 21.16%-24.9pp | 160.62%-164.4pp |
| Employer contribution / active EE | $6,328 | $2,264+179.5% | $3,048+107.6% | $2,670+137.0% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,125-100.0% |
| Admin fee / account holder | $5,592 | $6,840-18.2% | $8,948-37.5% | $5,651-1.0% |