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 | $129,704 | $63,346+104.8% | $92,233+40.6% | $70,131+84.9% |
| Participation rate | 84.0% | 68.7%+15.3pp | 76.5%+7.5pp | 69.5%+14.5pp |
| Annual return | 10.97% | 530.12%-519.1pp | 176.28%-165.3pp | 73.14%-62.2pp |
| Employer contribution / active EE | $3,473 | $2,471+40.5% | $3,679-5.6% | $2,342+48.3% |
| Participant deferral / active EE | $4,274 | $2,854+49.8% | $3,897+9.7% | $3,332+28.3% |
| Admin fee / account holder | $4,251 | $3,840+10.7% | $5,194-18.1% | $4,645-8.5% |