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 | $132,629 | $105,181+26.1% | $159,436-16.8% | $85,850+54.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.07% | 45.07%-33.0pp | 263.57%-251.5pp | 318.53%-306.5pp |
| Employer contribution / active EE | $2,105 | $3,318-36.6% | $4,829-56.4% | $2,565-18.0% |
| Participant deferral / active EE | $5,980 | $5,945+0.6% | $7,352-18.7% | $3,952+51.3% |
| Admin fee / account holder | $2,389 | $6,933-65.5% | $10,799-77.9% | $6,260-61.8% |