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 | $132,452 | $78,422+68.9% | $95,952+38.0% | $79,858+65.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | -5.01% | 19.37%-24.4pp | 91.61%-96.6pp | 31.71%-36.7pp |
| Employer contribution / active EE | $3,050 | $1,945+56.8% | $2,541+20.0% | $2,471+23.4% |
| Participant deferral / active EE | $5,891 | $3,440+71.2% | $4,167+41.4% | $3,740+57.5% |
| Admin fee / account holder | $3,794 | $5,622-32.5% | $6,795-44.2% | $5,306-28.5% |