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 | $121,663 | $181,894-33.1% | $156,549-22.3% | $273,961-55.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -12.36% | 30.74%-43.1pp | 32.23%-44.6pp | 41.45%-53.8pp |
| Employer contribution / active EE | $6,914 | $6,248+10.7% | $5,501+25.7% | $4,869+42.0% |
| Participant deferral / active EE | $2,898 | $5,550-47.8% | $4,871-40.5% | $5,287-45.2% |
| Admin fee / account holder | $8,964 | $15,559-42.4% | $13,027-31.2% | $10,132-11.5% |