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 | $115,263 | $91,538+25.9% | $129,995-11.3% | $75,163+53.3% |
| Participation rate | 96.4% | 71.4%+25.0pp | 78.5%+17.9pp | 67.2%+29.2pp |
| Annual return | 5.75% | -631.11%+636.9pp | -137.18%+142.9pp | 160.62%-154.9pp |
| Employer contribution / active EE | $5,994 | $2,845+110.7% | $4,320+38.8% | $2,670+124.5% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $602 | $6,790-91.1% | $10,614-94.3% | $5,651-89.3% |