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 | $90,390 | $181,894-50.3% | $156,549-42.3% | $273,961-67.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.14% | 30.74%-30.6pp | 32.23%-32.1pp | 41.45%-41.3pp |
| Employer contribution / active EE | $11,291 | $6,248+80.7% | $5,501+105.3% | $4,869+131.9% |
| Participant deferral / active EE | $6,353 | $5,550+14.5% | $4,871+30.4% | $5,287+20.2% |
| Admin fee / account holder | $597 | $15,559-96.2% | $13,027-95.4% | $10,132-94.1% |