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 | $81,493 | $181,894-55.2% | $156,549-47.9% | $273,961-70.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -18.44% | 30.74%-49.2pp | 32.23%-50.7pp | 41.45%-59.9pp |
| Employer contribution / active EE | $6,261 | $6,248+0.2% | $5,501+13.8% | $4,869+28.6% |
| Participant deferral / active EE | $5,097 | $5,550-8.2% | $4,871+4.6% | $5,287-3.6% |
| Admin fee / account holder | $513 | $15,559-96.7% | $13,027-96.1% | $10,132-94.9% |