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 | $131,922 | $85,766+53.8% | $136,294-3.2% | $70,131+88.1% |
| Participation rate | 83.3% | 74.2%+9.2pp | 81.9%+1.4pp | 69.5%+13.8pp |
| Annual return | 12.28% | 31.45%-19.2pp | 5155.94%-5143.7pp | 73.14%-60.9pp |
| Employer contribution / active EE | $1,037 | $2,966-65.1% | $4,695-77.9% | $2,342-55.8% |
| Participant deferral / active EE | $5,596 | $5,051+10.8% | $6,247-10.4% | $3,332+67.9% |
| Admin fee / account holder | $17,170 | $5,420+216.8% | $9,243+85.8% | $4,645+269.6% |