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 | $103,080 | $181,894-43.3% | $156,549-34.2% | $273,961-62.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.24% | 30.74%-28.5pp | 32.23%-30.0pp | 41.45%-39.2pp |
| Employer contribution / active EE | $7,143 | $6,248+14.3% | $5,501+29.8% | $4,869+46.7% |
| Participant deferral / active EE | $3,778 | $5,550-31.9% | $4,871-22.5% | $5,287-28.6% |
| Admin fee / account holder | $330 | $15,559-97.9% | $13,027-97.5% | $10,132-96.7% |