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 | $132,893 | $95,266+39.5% | $82,389+61.3% | $142,382-6.7% |
| Participation rate | 81.3% | 74.5%+6.8pp | 69.5%+11.7pp | 80.1%+1.1pp |
| Annual return | 6.29% | 25.74%-19.4pp | 28.67%-22.4pp | 217.08%-210.8pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,214 | $4,809-33.2% | $4,155-22.6% | $6,507-50.6% |
| Admin fee / account holder | $75,083 | $8,563+776.8% | $7,231+938.4% | $12,624+494.8% |