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 | $113,759 | $135,952-16.3% | $123,892-8.2% | $273,961-58.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.65% | 56.63%-53.0pp | 47.52%-43.9pp | 41.45%-37.8pp |
| Employer contribution / active EE | $3,709 | $5,170-28.3% | $4,617-19.7% | $4,869-23.8% |
| Participant deferral / active EE | $4,601 | $6,343-27.5% | $5,984-23.1% | $5,287-13.0% |
| Admin fee / account holder | $994 | $9,817-89.9% | $8,357-88.1% | $10,132-90.2% |