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 | $156,095 | $60,349+158.7% | $74,183+110.4% | $62,891+148.2% |
| Participation rate | 98.4% | 72.7%+25.7pp | 76.6%+21.8pp | 69.3%+29.1pp |
| Annual return | -6.36% | 21.37%-27.7pp | 17.74%-24.1pp | 20.14%-26.5pp |
| Employer contribution / active EE | $15,155 | $1,680+802.0% | $2,370+539.4% | $2,281+564.4% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $17,673 | $4,261+314.7% | $5,586+216.4% | $4,296+311.4% |