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 | $85,539 | $95,803-10.7% | $113,168-24.4% | $84,808+0.9% |
| Participation rate | 77.8% | 72.9%+4.9pp | 76.6%+1.2pp | 68.3%+9.5pp |
| Annual return | 12.04% | 25.00%-13.0pp | 24.27%-12.2pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,955 | $2,360-17.2% | $2,975-34.3% | $2,631-25.7% |
| Participant deferral / active EE | $4,693 | $4,242+10.6% | $5,107-8.1% | $4,212+11.4% |
| Admin fee / account holder | $18,199 | $8,989+102.5% | $12,068+50.8% | $7,344+147.8% |