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 | $90,742 | $39,122+131.9% | $57,179+58.7% | $62,891+44.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 0.48% | 9.23%-8.8pp | 14.59%-14.1pp | 20.14%-19.7pp |
| Employer contribution / active EE | $2,642 | $1,874+41.0% | $2,682-1.5% | $2,281+15.8% |
| Participant deferral / active EE | $5,168 | $2,374+117.7% | $3,096+66.9% | $3,203+61.4% |
| Admin fee / account holder | $3,712 | $2,592+43.2% | $3,139+18.3% | $4,296-13.6% |