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 | $137,072 | $109,881+24.7% | $150,045-8.6% | $84,808+61.6% |
| Participation rate | 88.6% | 76.1%+12.5pp | 82.3%+6.2pp | 68.3%+20.3pp |
| Annual return | 13.15% | 28.25%-15.1pp | 62.55%-49.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,337 | $3,561-62.5% | $4,693-71.5% | $2,631-49.2% |
| Participant deferral / active EE | $8,647 | $6,636+30.3% | $7,997+8.1% | $4,212+105.3% |
| Admin fee / account holder | $13,264 | $8,568+54.8% | $13,435-1.3% | $7,344+80.6% |