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 | $132,057 | $77,899+69.5% | $149,673-11.8% | $75,163+75.7% |
| Participation rate | 94.9% | 65.6%+29.3pp | 78.8%+16.1pp | 67.2%+27.7pp |
| Annual return | 0.37% | 31.72%-31.3pp | 134.42%-134.0pp | 160.62%-160.2pp |
| Employer contribution / active EE | $2,833 | $3,137-9.7% | $4,818-41.2% | $2,670+6.1% |
| Participant deferral / active EE | $5,949 | $3,411+74.4% | $5,680+4.7% | $4,125+44.2% |
| Admin fee / account holder | $1,638 | $5,956-72.5% | $13,210-87.6% | $5,651-71.0% |