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 | $79,160 | $39,122+102.3% | $57,179+38.4% | $62,891+25.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 0.53% | 9.23%-8.7pp | 14.59%-14.1pp | 20.14%-19.6pp |
| Employer contribution / active EE | $8,496 | $1,874+353.3% | $2,682+216.7% | $2,281+272.5% |
| Participant deferral / active EE | $2,356 | $2,374-0.8% | $3,096-23.9% | $3,203-26.5% |
| Admin fee / account holder | $2,410 | $2,592-7.0% | $3,139-23.2% | $4,296-43.9% |