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 | $135,494 | $57,354+136.2% | $83,848+61.6% | $64,186+111.1% |
| Participation rate | 89.3% | 68.6%+20.7pp | 76.1%+13.1pp | 69.6%+19.7pp |
| Annual return | -8.72% | 11.38%-20.1pp | 850.88%-859.6pp | 7.63%-16.4pp |
| Employer contribution / active EE | $2,591 | $2,545+1.8% | $3,631-28.6% | $2,381+8.8% |
| Participant deferral / active EE | $5,514 | $2,993+84.2% | $4,082+35.1% | $3,470+58.9% |
| Admin fee / account holder | $9,779 | $4,046+141.7% | $5,478+78.5% | $4,888+100.1% |