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 | $123,285 | $153,772-19.8% | $133,980-8.0% | $273,961-55.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -1.77% | 36.51%-38.3pp | 29.30%-31.1pp | 41.45%-43.2pp |
| Employer contribution / active EE | $6,296 | $6,029+4.4% | $5,211+20.8% | $4,869+29.3% |
| Participant deferral / active EE | $16,435 | $6,958+136.2% | $6,282+161.6% | $5,287+210.8% |
| Admin fee / account holder | $9,035 | $11,765-23.2% | $9,324-3.1% | $10,132-10.8% |