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 | $131,836 | $64,839+103.3% | $95,585+37.9% | $84,808+55.5% |
| Participation rate | 92.1% | 63.8%+28.3pp | 72.1%+20.0pp | 68.3%+23.8pp |
| Annual return | 11.22% | -670.96%+682.2pp | 38.56%-27.3pp | 40.90%-29.7pp |
| Employer contribution / active EE | $2,489 | $1,759+41.5% | $2,527-1.5% | $2,631-5.4% |
| Participant deferral / active EE | $9,598 | $2,965+223.7% | $4,023+138.6% | $4,212+127.9% |
| Admin fee / account holder | $3,597 | $5,964-39.7% | $6,127-41.3% | $7,344-51.0% |