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 | $81,821 | $83,337-1.8% | $67,834+20.6% | $273,961-70.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 1.57% | 259.45%-257.9pp | 138.47%-136.9pp | 41.45%-39.9pp |
| Employer contribution / active EE | $3,260 | $3,287-0.8% | $2,403+35.7% | $4,869-33.0% |
| Participant deferral / active EE | $5,363 | $4,088+31.2% | $3,160+69.7% | $5,287+1.4% |
| Admin fee / account holder | $4,510 | $6,752-33.2% | $4,622-2.4% | $10,132-55.5% |