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 | $137,473 | $73,933+85.9% | $96,683+42.2% | $75,163+82.9% |
| Participation rate | 90.3% | 66.4%+23.9pp | 74.3%+16.0pp | 67.2%+23.1pp |
| Annual return | -7.32% | 26.70%-34.0pp | 35.69%-43.0pp | 160.62%-167.9pp |
| Employer contribution / active EE | $4,831 | $2,928+65.0% | $3,737+29.3% | $2,670+80.9% |
| Participant deferral / active EE | $6,000 | $3,659+64.0% | $4,878+23.0% | $4,125+45.5% |
| Admin fee / account holder | $13,490 | $5,216+158.6% | $6,730+100.5% | $5,651+138.7% |