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 10-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 | $82,364 | $124,881-34.0% | $209,409-60.7% | $116,875-29.5% |
| Participation rate | 96.3% | 75.8%+20.5pp | 80.4%+15.9pp | 74.5%+21.8pp |
| Annual return | 7.63% | 14.56%-6.9pp | 159.49%-151.9pp | 16.29%-8.7pp |
| Employer contribution / active EE | $2,246 | $2,588-13.2% | $5,035-55.4% | $3,288-31.7% |
| Participant deferral / active EE | $7,655 | $3,793+101.8% | $4,230+81.0% | $3,885+97.0% |
| Admin fee / account holder | $27,838 | $12,933+115.2% | $16,474+69.0% | $12,263+127.0% |