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 | $89,071 | $181,894-51.0% | $156,549-43.1% | $273,961-67.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.37% | 30.74%-28.4pp | 32.23%-29.9pp | 41.45%-39.1pp |
| Employer contribution / active EE | $3,085 | $6,248-50.6% | $5,501-43.9% | $4,869-36.6% |
| Participant deferral / active EE | $5,300 | $5,550-4.5% | $4,871+8.8% | $5,287+0.2% |
| Admin fee / account holder | $2,158 | $15,559-86.1% | $13,027-83.4% | $10,132-78.7% |