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 | $151,565 | $110,094+37.7% | $151,6110% | $68,494+121.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -19.23% | -10.12%-9.1pp | 3.33%-22.6pp | -7.84%-11.4pp |
| Employer contribution / active EE | $6,924 | $4,471+54.9% | $6,166+12.3% | $2,596+166.7% |
| Participant deferral / active EE | $6,476 | $6,527-0.8% | $8,363-22.6% | $4,027+60.8% |
| Admin fee / account holder | $10,243 | $7,719+32.7% | $11,616-11.8% | $5,403+89.6% |