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 | $104,570 | $91,538+14.2% | $129,995-19.6% | $75,163+39.1% |
| Participation rate | 80.8% | 71.4%+9.3pp | 78.5%+2.3pp | 67.2%+13.6pp |
| Annual return | 6.68% | -631.11%+637.8pp | -137.18%+143.9pp | 160.62%-153.9pp |
| Employer contribution / active EE | $3,019 | $2,845+6.1% | $4,320-30.1% | $2,670+13.1% |
| Participant deferral / active EE | $4,661 | $4,341+7.4% | $5,820-19.9% | $4,125+13.0% |
| Admin fee / account holder | $36,014 | $6,790+430.4% | $10,614+239.3% | $5,651+537.3% |