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 | $54,298 | $81,460-33.3% | $103,333-47.5% | $80,856-32.8% |
| Participation rate | 91.4% | 66.8%+24.6pp | 74.5%+16.9pp | 67.6%+23.8pp |
| Annual return | 8.92% | 25.55%-16.6pp | 24.88%-16.0pp | 35.59%-26.7pp |
| Employer contribution / active EE | $3,526 | $3,105+13.6% | $3,868-8.8% | $2,755+28.0% |
| Participant deferral / active EE | $8,772 | $3,869+126.8% | $5,057+73.5% | $4,296+104.2% |
| Admin fee / account holder | $1,541 | $6,566-76.5% | $8,355-81.6% | $6,918-77.7% |