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 | $70,984 | $99,985-29.0% | $146,665-51.6% | $85,850-17.3% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 10.42% | 18.93%-8.5pp | 22.74%-12.3pp | 318.53%-308.1pp |
| Employer contribution / active EE | $2,748 | $2,559+7.4% | $4,136-33.6% | $2,565+7.1% |
| Participant deferral / active EE | $2,333 | $4,006-41.8% | $5,506-57.6% | $3,952-41.0% |
| Admin fee / account holder | $5,724 | $7,702-25.7% | $10,280-44.3% | $6,260-8.6% |