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 | $129,903 | $116,175+11.8% | $93,606+38.8% | $152,861-15.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 2.76% | 35.96%-33.2pp | 32.76%-30.0pp | 345.32%-342.6pp |
| Employer contribution / active EE | $1,747 | $3,218-45.7% | $2,718-35.7% | $4,762-63.3% |
| Participant deferral / active EE | $3,738 | $4,603-18.8% | $4,069-8.1% | $5,850-36.1% |
| Admin fee / account holder | $12,799 | $10,748+19.1% | $7,888+62.3% | $11,596+10.4% |