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 8-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 | $99,747 | $135,952-26.6% | $123,892-19.5% | $273,961-63.6% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 1.15% | 56.63%-55.5pp | 47.52%-46.4pp | 41.45%-40.3pp |
| Employer contribution / active EE | $3,053 | $5,170-41.0% | $4,617-33.9% | $4,869-37.3% |
| Participant deferral / active EE | $8,106 | $6,343+27.8% | $5,984+35.5% | $5,287+53.3% |
| Admin fee / account holder | $2,501 | $9,817-74.5% | $8,357-70.1% | $10,132-75.3% |