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 | $129,108 | $181,894-29.0% | $156,549-17.5% | $273,961-52.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.34% | 30.74%-31.1pp | 32.23%-32.6pp | 41.45%-41.8pp |
| Employer contribution / active EE | $13,717 | $6,248+119.5% | $5,501+149.3% | $4,869+181.7% |
| Participant deferral / active EE | $5,390 | $5,550-2.9% | $4,871+10.6% | $5,287+1.9% |
| Admin fee / account holder | $513 | $15,559-96.7% | $13,027-96.1% | $10,132-94.9% |