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 | $94,150 | $65,685+43.3% | $57,179+64.7% | $273,961-65.6% |
| Participation rate | 83.3% | 78.3%+5.0pp | 75.3%+8.0pp | 83.0%+0.3pp |
| Annual return | -1.71% | 21.99%-23.7pp | 14.59%-16.3pp | 41.45%-43.2pp |
| Employer contribution / active EE | $2,975 | $3,279-9.2% | $2,682+10.9% | $4,869-38.9% |
| Participant deferral / active EE | $6,097 | $3,782+61.2% | $3,096+96.9% | $5,287+15.3% |
| Admin fee / account holder | $66,172 | $4,835+1268.7% | $3,139+2008.1% | $10,132+553.1% |