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 9-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 | $92,940 | $72,492+28.2% | $87,100+6.7% | $72,985+27.3% |
| Participation rate | 93.1% | 72.8%+20.3pp | 76.9%+16.2pp | 69.5%+23.6pp |
| Annual return | 0.67% | 24.46%-23.8pp | 28.19%-27.5pp | 81.00%-80.3pp |
| Employer contribution / active EE | $2,186 | $1,894+15.4% | $2,521-13.3% | $2,440-10.4% |
| Participant deferral / active EE | $2,922 | $3,270-10.6% | $4,049-27.8% | $3,607-19.0% |
| Admin fee / account holder | $16,441 | $5,055+225.3% | $7,497+119.3% | $5,124+220.8% |