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 | $126,080 | $64,707+94.8% | $112,228+12.3% | $68,494+84.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -21.36% | -11.40%-10.0pp | 27.45%-48.8pp | -7.84%-13.5pp |
| Employer contribution / active EE | $3,588 | $2,746+30.7% | $3,635-1.3% | $2,596+38.2% |
| Participant deferral / active EE | $5,878 | $3,565+64.9% | $4,728+24.3% | $4,027+46.0% |
| Admin fee / account holder | $4,726 | $5,232-9.7% | $6,410-26.3% | $5,403-12.5% |