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 | $147,741 | $91,538+61.4% | $129,995+13.7% | $75,163+96.6% |
| Participation rate | 97.8% | 71.4%+26.3pp | 78.5%+19.3pp | 67.2%+30.6pp |
| Annual return | 6.19% | -631.11%+637.3pp | -137.18%+143.4pp | 160.62%-154.4pp |
| Employer contribution / active EE | $8,707 | $2,845+206.0% | $4,320+101.6% | $2,670+226.1% |
| Participant deferral / active EE | $6,285 | $4,341+44.8% | $5,820+8.0% | $4,125+52.4% |
| Admin fee / account holder | $6,530 | $6,790-3.8% | $10,614-38.5% | $5,651+15.6% |