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 9-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 | $58,269 | $63,114-7.7% | $92,893-37.3% | $65,185-10.6% |
| Participation rate | 98.0% | 68.8%+29.3pp | 76.0%+22.0pp | 70.2%+27.8pp |
| Annual return | 10.23% | 28.75%-18.5pp | 109.41%-99.2pp | 29.38%-19.2pp |
| Employer contribution / active EE | $3,142 | $2,571+22.2% | $3,653-14.0% | $2,177+44.4% |
| Participant deferral / active EE | $5,433 | $3,108+74.8% | $4,236+28.2% | $3,514+54.6% |
| Admin fee / account holder | $4,616 | $624+640.3% | $5,794-20.3% | $847+445.0% |