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 | $45,160 | $181,894-75.2% | $156,549-71.2% | $273,961-83.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -1.06% | 30.74%-31.8pp | 32.23%-33.3pp | 41.45%-42.5pp |
| Employer contribution / active EE | $1,523 | $6,248-75.6% | $5,501-72.3% | $4,869-68.7% |
| Participant deferral / active EE | $3,719 | $5,550-33.0% | $4,871-23.6% | $5,287-29.7% |
| Admin fee / account holder | $12,882 | $15,559-17.2% | $13,027-1.1% | $10,132+27.1% |