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 | $123,707 | $72,012+71.8% | $185,823-33.4% | $79,858+54.9% |
| Participation rate | 96.2% | 65.8%+30.4pp | 78.0%+18.1pp | 69.6%+26.5pp |
| Annual return | -3.99% | 23.12%-27.1pp | 35.95%-39.9pp | 31.71%-35.7pp |
| Employer contribution / active EE | $2,957 | $1,965+50.5% | $4,087-27.7% | $2,471+19.7% |
| Participant deferral / active EE | $1,341 | $3,779-64.5% | $5,632-76.2% | $3,740-64.1% |
| Admin fee / account holder | $15,519 | $4,513+243.9% | $9,500+63.4% | $5,306+192.5% |