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 | $100,825 | $60,892+65.6% | $82,389+22.4% | $84,808+18.9% |
| Participation rate | 93.3% | 63.3%+30.1pp | 69.5%+23.8pp | 68.3%+25.0pp |
| Annual return | 11.20% | 37.29%-26.1pp | 28.67%-17.5pp | 40.90%-29.7pp |
| Employer contribution / active EE | $2,419 | $1,779+36.0% | $2,517-3.9% | $2,631-8.1% |
| Participant deferral / active EE | $3,216 | $3,179+1.2% | $4,155-22.6% | $4,212-23.6% |
| Admin fee / account holder | $4,747 | $5,467-13.2% | $7,231-34.3% | $7,344-35.4% |