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 | $150,714 | $99,341+51.7% | $84,750+77.8% | $273,961-45.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -12.10% | 22.93%-35.0pp | 22.78%-34.9pp | 41.45%-53.6pp |
| Employer contribution / active EE | $1,726 | $4,214-59.0% | $3,574-51.7% | $4,869-64.5% |
| Participant deferral / active EE | $1,287 | $4,269-69.9% | $3,712-65.3% | $5,287-75.7% |
| Admin fee / account holder | $5,109 | $6,644-23.1% | $5,332-4.2% | $10,132-49.6% |