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 | $130,735 | $91,552+42.8% | $133,956-2.4% | $79,858+63.7% |
| Participation rate | 89.5% | 73.3%+16.1pp | 79.8%+9.6pp | 69.6%+19.8pp |
| Annual return | -2.49% | 61.85%-64.3pp | 45.09%-47.6pp | 31.71%-34.2pp |
| Employer contribution / active EE | $1,413 | $2,384-40.7% | $3,919-64.0% | $2,471-42.8% |
| Participant deferral / active EE | $2,475 | $3,733-33.7% | $5,048-51.0% | $3,740-33.8% |
| Admin fee / account holder | $24,980 | $6,321+295.2% | $8,927+179.8% | $5,306+370.8% |