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 | $72,692 | $149,734-51.5% | $118,925-38.9% | $158,922-54.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 2.78% | 19.95%-17.2pp | 35.88%-33.1pp | 302.83%-300.0pp |
| Employer contribution / active EE | $4,481 | $4,115+8.9% | $3,263+37.3% | $4,761-5.9% |
| Participant deferral / active EE | $2,022 | $5,223-61.3% | $4,265-52.6% | $5,982-66.2% |
| Admin fee / account holder | $5,881 | $8,603-31.6% | $6,581-10.6% | $11,246-47.7% |