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 | $122,230 | $181,894-32.8% | $156,549-21.9% | $273,961-55.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -6.11% | 30.74%-36.9pp | 32.23%-38.3pp | 41.45%-47.6pp |
| Employer contribution / active EE | $5,011 | $6,248-19.8% | $5,501-8.9% | $4,869+2.9% |
| Participant deferral / active EE | $3,505 | $5,550-36.9% | $4,871-28.0% | $5,287-33.7% |
| Admin fee / account holder | $2,801 | $15,559-82.0% | $13,027-78.5% | $10,132-72.4% |