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 | $76,006 | $66,402+14.5% | $109,895-30.8% | $85,850-11.5% |
| Participation rate | 76.5% | 63.9%+12.6pp | 74.2%+2.3pp | 69.3%+7.2pp |
| Annual return | 9.51% | 19.59%-10.1pp | 29.45%-19.9pp | 318.53%-309.0pp |
| Employer contribution / active EE | $545 | $1,687-67.7% | $2,842-80.8% | $2,565-78.8% |
| Participant deferral / active EE | $3,672 | $2,842+29.2% | $4,048-9.3% | $3,952-7.1% |
| Admin fee / account holder | $2,717 | $4,557-40.4% | $6,066-55.2% | $6,260-56.6% |