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 | $128,852 | $64,839+98.7% | $95,585+34.8% | $84,808+51.9% |
| Participation rate | 86.5% | 63.8%+22.7pp | 72.1%+14.4pp | 68.3%+18.2pp |
| Annual return | 10.23% | -670.96%+681.2pp | 38.56%-28.3pp | 40.90%-30.7pp |
| Employer contribution / active EE | $1,257 | $1,759-28.5% | $2,527-50.2% | $2,631-52.2% |
| Participant deferral / active EE | $1,868 | $2,965-37.0% | $4,023-53.6% | $4,212-55.7% |
| Admin fee / account holder | $1,480 | $5,964-75.2% | $6,127-75.8% | $7,344-79.8% |