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 | $91,661 | $181,894-49.6% | $156,549-41.4% | $273,961-66.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.23% | 30.74%-28.5pp | 32.23%-30.0pp | 41.45%-39.2pp |
| Employer contribution / active EE | $4,256 | $6,248-31.9% | $5,501-22.6% | $4,869-12.6% |
| Participant deferral / active EE | $6,917 | $5,550+24.6% | $4,871+42.0% | $5,287+30.8% |
| Admin fee / account holder | $1,043 | $15,559-93.3% | $13,027-92.0% | $10,132-89.7% |