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 | $153,976 | $99,341+55.0% | $84,750+81.7% | $273,961-43.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.91% | 22.93%-23.8pp | 22.78%-23.7pp | 41.45%-42.4pp |
| Employer contribution / active EE | $6,166 | $4,214+46.3% | $3,574+72.5% | $4,869+26.6% |
| Participant deferral / active EE | $2,200 | $4,269-48.5% | $3,712-40.7% | $5,287-58.4% |
| Admin fee / account holder | $2,661 | $6,644-59.9% | $5,332-50.1% | $10,132-73.7% |