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 | $98,250 | $181,894-46.0% | $156,549-37.2% | $273,961-64.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -9.55% | 30.74%-40.3pp | 32.23%-41.8pp | 41.45%-51.0pp |
| Employer contribution / active EE | $2,673 | $6,248-57.2% | $5,501-51.4% | $4,869-45.1% |
| Participant deferral / active EE | $5,274 | $5,550-5.0% | $4,871+8.3% | $5,287-0.2% |
| Admin fee / account holder | $970 | $15,559-93.8% | $13,027-92.6% | $10,132-90.4% |