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 | $125,575 | $54,705+129.5% | $71,209+76.3% | $84,808+48.1% |
| Participation rate | 79.3% | 64.1%+15.2pp | 73.8%+5.6pp | 68.3%+11.0pp |
| Annual return | 6.19% | 35.90%-29.7pp | 282.51%-276.3pp | 40.90%-34.7pp |
| Employer contribution / active EE | $1,233 | $2,158-42.8% | $2,721-54.7% | $2,631-53.1% |
| Participant deferral / active EE | $5,204 | $3,030+71.7% | $4,175+24.7% | $4,212+23.6% |
| Admin fee / account holder | $24,965 | $4,863+413.3% | $5,349+366.7% | $7,344+240.0% |