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 | $120,726 | $73,933+63.3% | $96,683+24.9% | $75,163+60.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 1.99% | 26.70%-24.7pp | 35.69%-33.7pp | 160.62%-158.6pp |
| Employer contribution / active EE | $1,009 | $2,928-65.5% | $3,737-73.0% | $2,670-62.2% |
| Participant deferral / active EE | $5,361 | $3,659+46.5% | $4,878+9.9% | $4,125+30.0% |
| Admin fee / account holder | $1,927 | $5,216-63.1% | $6,730-71.4% | $5,651-65.9% |