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 5-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 | $98,136 | $54,705+79.4% | $71,209+37.8% | $84,808+15.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 12.87% | 35.90%-23.0pp | 282.51%-269.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $3,053 | $2,158+41.5% | $2,721+12.2% | $2,631+16.0% |
| Participant deferral / active EE | $6,755 | $3,030+122.9% | $4,175+61.8% | $4,212+60.4% |
| Admin fee / account holder | $8,564 | $4,863+76.1% | $5,349+60.1% | $7,344+16.6% |