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 | $26,358 | $99,341-73.5% | $84,750-68.9% | $273,961-90.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.56% | 22.93%-23.5pp | 22.78%-23.3pp | 41.45%-42.0pp |
| Employer contribution / active EE | $5,341 | $4,214+26.7% | $3,574+49.4% | $4,869+9.7% |
| Participant deferral / active EE | $2,478 | $4,269-42.0% | $3,712-33.2% | $5,287-53.1% |
| Admin fee / account holder | $424 | $6,644-93.6% | $5,332-92.1% | $10,132-95.8% |