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 | $132,392 | $91,538+44.6% | $129,995+1.8% | $75,163+76.1% |
| Participation rate | 96.7% | 71.4%+25.2pp | 78.5%+18.2pp | 67.2%+29.5pp |
| Annual return | 6.08% | -631.11%+637.2pp | -137.18%+143.3pp | 160.62%-154.5pp |
| Employer contribution / active EE | $7,460 | $2,845+162.2% | $4,320+72.7% | $2,670+179.4% |
| Participant deferral / active EE | $8,745 | $4,341+101.4% | $5,820+50.2% | $4,125+112.0% |
| Admin fee / account holder | $4,689 | $6,790-30.9% | $10,614-55.8% | $5,651-17.0% |