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 | $104,499 | $217,402-51.9% | $185,823-43.8% | $167,490-37.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 1.22% | 148.36%-147.1pp | 122.05%-120.8pp | 478.56%-477.3pp |
| Employer contribution / active EE | $2,169 | $5,873-63.1% | $5,167-58.0% | $4,837-55.2% |
| Participant deferral / active EE | $2,787 | $6,356-56.2% | $5,568-50.0% | $6,341-56.1% |
| Admin fee / account holder | $339 | $19,811-98.3% | $16,237-97.9% | $12,309-97.2% |