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 | $26,176 | $89,698-70.8% | $103,476-74.7% | $80,856-67.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 3.82% | 22.78%-19.0pp | 23.90%-20.1pp | 35.59%-31.8pp |
| Employer contribution / active EE | $3,918 | $4,018-2.5% | $4,672-16.1% | $2,755+42.2% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $6,623-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,290 | $6,768-80.9% | $9,413-86.3% | $6,918-81.3% |