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 | $128,394 | $64,839+98.0% | $95,585+34.3% | $84,808+51.4% |
| Participation rate | 90.6% | 63.8%+26.8pp | 72.1%+18.6pp | 68.3%+22.3pp |
| Annual return | 10.77% | -670.96%+681.7pp | 38.56%-27.8pp | 40.90%-30.1pp |
| Employer contribution / active EE | $743 | $1,759-57.7% | $2,527-70.6% | $2,631-71.8% |
| Participant deferral / active EE | $4,091 | $2,965+38.0% | $4,023+1.7% | $4,212-2.9% |
| Admin fee / account holder | $37,286 | $5,964+525.2% | $6,127+508.5% | $7,344+407.7% |