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 | $132,506 | $181,894-27.2% | $156,549-15.4% | $273,961-51.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.43% | 30.74%-30.3pp | 32.23%-31.8pp | 41.45%-41.0pp |
| Employer contribution / active EE | $7,331 | $6,248+17.3% | $5,501+33.3% | $4,869+50.6% |
| Participant deferral / active EE | $6,228 | $5,550+12.2% | $4,871+27.9% | $5,287+17.8% |
| Admin fee / account holder | $1,675 | $15,559-89.2% | $13,027-87.1% | $10,132-83.5% |