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 | $114,128 | $177,572-35.7% | $154,803-26.3% | $142,382-19.8% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 10.59% | 65.07%-54.5pp | 58.88%-48.3pp | 217.08%-206.5pp |
| Employer contribution / active EE | $7,071 | $4,810+47.0% | $4,305+64.2% | $4,299+64.5% |
| Participant deferral / active EE | $7,720 | $6,272+23.1% | $5,540+39.3% | $6,507+18.6% |
| Admin fee / account holder | $697 | $16,786-95.8% | $14,329-95.1% | $12,624-94.5% |