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 | $68,329 | $99,341-31.2% | $84,750-19.4% | $273,961-75.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -5.27% | 22.93%-28.2pp | 22.78%-28.1pp | 41.45%-46.7pp |
| Employer contribution / active EE | $4,682 | $4,214+11.1% | $3,574+31.0% | $4,869-3.8% |
| Participant deferral / active EE | $3,994 | $4,269-6.5% | $3,712+7.6% | $5,287-24.5% |
| Admin fee / account holder | $5,510 | $6,644-17.1% | $5,332+3.3% | $10,132-45.6% |