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 | $109,109 | $103,376+5.5% | $87,100+25.3% | $152,861-28.6% |
| Participation rate | 91.7% | 79.3%+12.3pp | 76.9%+14.8pp | 82.4%+9.2pp |
| Annual return | -0.40% | 28.10%-28.5pp | 28.19%-28.6pp | 345.32%-345.7pp |
| Employer contribution / active EE | $4,972 | $3,220+54.4% | $2,521+97.2% | $4,762+4.4% |
| Participant deferral / active EE | $2,061 | $4,778-56.9% | $4,049-49.1% | $5,850-64.8% |
| Admin fee / account holder | $4,486 | $12,205-63.2% | $7,497-40.2% | $11,596-61.3% |