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 | $120,841 | $60,892+98.5% | $82,389+46.7% | $84,808+42.5% |
| Participation rate | 70.5% | 63.3%+7.2pp | 69.5%+0.9pp | 68.3%+2.2pp |
| Annual return | 10.53% | 37.29%-26.8pp | 28.67%-18.1pp | 40.90%-30.4pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,990 | $3,179+25.5% | $4,155-4.0% | $4,212-5.3% |
| Admin fee / account holder | $22,514 | $5,467+311.8% | $7,231+211.4% | $7,344+206.6% |