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 | $87,961 | $71,050+23.8% | $93,606-6.0% | $80,856+8.8% |
| Participation rate | 79.3% | 60.4%+18.9pp | 68.7%+10.6pp | 67.6%+11.7pp |
| Annual return | 8.77% | 11.26%-2.5pp | 133.20%-124.4pp | 35.59%-26.8pp |
| Employer contribution / active EE | $2,960 | $1,564+89.3% | $2,420+22.3% | $2,755+7.5% |
| Participant deferral / active EE | $4,550 | $4,034+12.8% | $4,411+3.1% | $4,296+5.9% |
| Admin fee / account holder | $3,002 | $6,945-56.8% | $8,285-63.8% | $6,918-56.6% |