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 | $80,814 | $86,929-7.0% | $102,423-21.1% | $80,856-0.1% |
| Participation rate | 83.0% | 72.4%+10.6pp | 76.5%+6.5pp | 67.6%+15.4pp |
| Annual return | 8.16% | 18.88%-10.7pp | 29.32%-21.2pp | 35.59%-27.4pp |
| Employer contribution / active EE | $17,062 | $2,369+620.1% | $3,023+464.4% | $2,755+519.4% |
| Participant deferral / active EE | $4,284 | $4,118+4.0% | $5,053-15.2% | $4,296-0.3% |
| Admin fee / account holder | $5,603 | $8,049-30.4% | $9,451-40.7% | $6,918-19.0% |