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 | $118,650 | $83,477+42.1% | $125,175-5.2% | $72,985+62.6% |
| Participation rate | 98.0% | 73.3%+24.6pp | 79.8%+18.2pp | 69.5%+28.5pp |
| Annual return | 5.45% | 25.78%-20.3pp | 43.79%-38.3pp | 81.00%-75.5pp |
| Employer contribution / active EE | $1,945 | $2,345-17.1% | $3,865-49.7% | $2,440-20.3% |
| Participant deferral / active EE | $5,343 | $3,585+49.0% | $4,937+8.2% | $3,607+48.1% |
| Admin fee / account holder | $2,277 | $5,517-58.7% | $9,702-76.5% | $5,124-55.6% |