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 7-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 | $83,158 | $81,248+2.4% | $155,509-46.5% | $80,856+2.8% |
| Participation rate | 74.1% | 66.2%+7.8pp | 78.2%-4.1pp | 67.6%+6.4pp |
| Annual return | 2.08% | 33.31%-31.2pp | 64.67%-62.6pp | 35.59%-33.5pp |
| Employer contribution / active EE | $3,931 | $3,100+26.8% | $4,672-15.9% | $2,755+42.7% |
| Participant deferral / active EE | $11,734 | $3,452+240.0% | $5,626+108.6% | $4,296+173.2% |
| Admin fee / account holder | $5,864 | $7,997-26.7% | $15,912-63.1% | $6,918-15.2% |