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 | $99,717 | $148,978-33.1% | $200,582-50.3% | $84,808+17.6% |
| Participation rate | 96.3% | 84.2%+12.1pp | 86.9%+9.5pp | 68.3%+28.0pp |
| Annual return | 12.89% | 28.16%-15.3pp | 42.33%-29.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,977 | $4,815-38.2% | $6,419-53.6% | $2,631+13.1% |
| Participant deferral / active EE | $7,373 | $7,142+3.2% | $9,331-21.0% | $4,212+75.1% |
| Admin fee / account holder | $6,512 | $13,977-53.4% | $16,305-60.1% | $7,344-11.3% |