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 | $120,485 | $112,881+6.7% | $90,951+32.5% | $158,922-24.2% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 3.64% | 215.79%-212.2pp | 134.60%-131.0pp | 302.83%-299.2pp |
| Employer contribution / active EE | $5,935 | $2,893+105.1% | $2,122+179.7% | $4,761+24.7% |
| Participant deferral / active EE | $2,051 | $4,128-50.3% | $3,373-39.2% | $5,982-65.7% |
| Admin fee / account holder | $4,019 | $8,041-50.0% | $5,959-32.6% | $11,246-64.3% |