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 | $145,097 | $181,894-20.2% | $156,549-7.3% | $273,961-47.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -11.40% | 30.74%-42.1pp | 32.23%-43.6pp | 41.45%-52.9pp |
| Employer contribution / active EE | $8,299 | $6,248+32.8% | $5,501+50.9% | $4,869+70.5% |
| Participant deferral / active EE | $9,148 | $5,550+64.8% | $4,871+87.8% | $5,287+73.0% |
| Admin fee / account holder | $552 | $15,559-96.4% | $13,027-95.8% | $10,132-94.5% |