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 | $69,891 | $84,233-17.0% | $170,442-59.0% | $70,131-0.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 11.61% | 23.06%-11.5pp | 205.93%-194.3pp | 73.14%-61.5pp |
| Employer contribution / active EE | $5,996 | $3,387+77.0% | $5,433+10.4% | $2,342+156.0% |
| Participant deferral / active EE | $4,520 | $3,086+46.5% | $4,939-8.5% | $3,332+35.7% |
| Admin fee / account holder | $21,540 | $5,698+278.0% | $13,880+55.2% | $4,645+363.7% |