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 | $116,751 | $153,311-23.8% | $109,313+6.8% | $273,961-57.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -1.28% | 29.86%-31.1pp | 22.07%-23.3pp | 41.45%-42.7pp |
| Employer contribution / active EE | $8,979 | $5,619+59.8% | $3,892+130.7% | $4,869+84.4% |
| Participant deferral / active EE | $14,640 | $3,932+272.3% | $3,166+362.3% | $5,287+176.9% |
| Admin fee / account holder | $453 | $8,076-94.4% | $5,666-92.0% | $10,132-95.5% |