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 | $136,174 | $197,591-31.1% | $177,821-23.4% | $158,922-14.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 1.00% | 58.76%-57.8pp | 48.32%-47.3pp | 302.83%-301.8pp |
| Employer contribution / active EE | $4,970 | $6,697-25.8% | $5,918-16.0% | $4,761+4.4% |
| Participant deferral / active EE | $5,120 | $8,405-39.1% | $7,714-33.6% | $5,982-14.4% |
| Admin fee / account holder | $469 | $15,399-97.0% | $12,427-96.2% | $11,246-95.8% |