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 | $127,282 | $209,411-39.2% | $178,490-28.7% | $158,922-19.9% |
| Participation rate | 82.6% | 86.3%-3.7pp | 81.9%+0.7pp | 82.0%+0.7pp |
| Annual return | 0.20% | 188.75%-188.6pp | 151.07%-150.9pp | 302.83%-302.6pp |
| Employer contribution / active EE | $5,869 | $5,706+2.9% | $5,011+17.1% | $4,761+23.3% |
| Participant deferral / active EE | $3,521 | $5,954-40.9% | $5,202-32.3% | $5,982-41.1% |
| Admin fee / account holder | $26,236 | $17,074+53.7% | $13,984+87.6% | $11,246+133.3% |