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 | $108,165 | $65,365+65.5% | $92,893+16.4% | $72,985+48.2% |
| Participation rate | 95.1% | 68.3%+26.8pp | 76.0%+19.1pp | 69.5%+25.6pp |
| Annual return | -0.44% | 42.10%-42.5pp | 109.41%-109.9pp | 81.00%-81.4pp |
| Employer contribution / active EE | $1,814 | $2,594-30.1% | $3,653-50.3% | $2,440-25.6% |
| Participant deferral / active EE | $5,133 | $3,128+64.1% | $4,236+21.2% | $3,607+42.3% |
| Admin fee / account holder | $2,138 | $4,251-49.7% | $5,794-63.1% | $5,124-58.3% |