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 | $71,117 | $70,428+1.0% | $96,562-26.4% | $85,850-17.2% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 9.89% | 18.59%-8.7pp | 37.78%-27.9pp | 318.53%-308.6pp |
| Employer contribution / active EE | $2,295 | $1,413+62.4% | $2,356-2.6% | $2,565-10.5% |
| Participant deferral / active EE | $4,602 | $2,894+59.0% | $3,849+19.6% | $3,952+16.5% |
| Admin fee / account holder | $3,056 | $4,997-38.8% | $6,181-50.6% | $6,260-51.2% |