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 | $73,881 | $90,745-18.6% | $130,231-43.3% | $75,163-1.7% |
| Participation rate | 93.9% | 71.1%+22.8pp | 76.3%+17.6pp | 67.2%+26.7pp |
| Annual return | 0.18% | 34.45%-34.3pp | 38.77%-38.6pp | 160.62%-160.4pp |
| Employer contribution / active EE | $3,429 | $3,314+3.5% | $4,126-16.9% | $2,670+28.4% |
| Participant deferral / active EE | $0 | $5,362-100.0% | $6,799-100.0% | $4,125-100.0% |
| Admin fee / account holder | $5,318 | $6,331-16.0% | $6,020-11.7% | $5,651-5.9% |