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 | $143,108 | $91,538+56.3% | $129,995+10.1% | $75,163+90.4% |
| Participation rate | 86.5% | 71.4%+15.0pp | 78.5%+8.0pp | 67.2%+19.3pp |
| Annual return | 12.73% | -631.11%+643.8pp | -137.18%+149.9pp | 160.62%-147.9pp |
| Employer contribution / active EE | $2,107 | $2,845-26.0% | $4,320-51.2% | $2,670-21.1% |
| Participant deferral / active EE | $4,748 | $4,341+9.4% | $5,820-18.4% | $4,125+15.1% |
| Admin fee / account holder | $5,395 | $6,790-20.5% | $10,614-49.2% | $5,651-4.5% |