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 | $128,219 | $56,317+127.7% | $71,209+80.1% | $74,304+72.6% |
| Participation rate | 88.5% | 55.1%+33.3pp | 73.8%+14.7pp | 60.3%+28.1pp |
| Annual return | -0.84% | 42.83%-43.7pp | 282.51%-283.3pp | 29.43%-30.3pp |
| Employer contribution / active EE | $1,267 | $2,160-41.4% | $2,721-53.4% | $2,241-43.5% |
| Participant deferral / active EE | $2,902 | $2,788+4.1% | $4,175-30.5% | $3,767-23.0% |
| Admin fee / account holder | $25,352 | $2,290+1007.2% | $5,349+374.0% | $2,969+753.9% |