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 | $125,785 | $65,435+92.2% | $86,677+45.1% | $66,914+88.0% |
| Participation rate | 96.0% | 75.5%+20.5pp | 76.6%+19.4pp | 69.8%+26.2pp |
| Annual return | -18.29% | -10.89%-7.4pp | 35.91%-54.2pp | 1.58%-19.9pp |
| Employer contribution / active EE | $4,231 | $2,153+96.5% | $2,836+49.2% | $2,544+66.3% |
| Participant deferral / active EE | $5,630 | $4,100+37.3% | $4,656+20.9% | $4,237+32.9% |
| Admin fee / account holder | $3,325 | $642+418.3% | $7,493-55.6% | $593+460.5% |