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 | $76,609 | $64,839+18.2% | $95,585-19.9% | $84,808-9.7% |
| Participation rate | 89.3% | 63.8%+25.5pp | 72.1%+17.2pp | 68.3%+21.0pp |
| Annual return | 12.69% | -670.96%+683.6pp | 38.56%-25.9pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,903 | $1,759+65.0% | $2,527+14.9% | $2,631+10.3% |
| Participant deferral / active EE | $5,591 | $2,965+88.6% | $4,023+39.0% | $4,212+32.8% |
| Admin fee / account holder | $3,994 | $5,964-33.0% | $6,127-34.8% | $7,344-45.6% |