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 6-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 | $141,083 | $132,049+6.8% | $200,582-29.7% | $74,304+89.9% |
| Participation rate | 95.4% | 84.1%+11.3pp | 86.9%+8.5pp | 60.3%+35.0pp |
| Annual return | 8.48% | 22.22%-13.7pp | 42.33%-33.9pp | 29.43%-21.0pp |
| Employer contribution / active EE | $8,038 | $4,558+76.4% | $6,419+25.2% | $2,241+258.6% |
| Participant deferral / active EE | $4,063 | $7,213-43.7% | $9,331-56.5% | $3,767+7.8% |
| Admin fee / account holder | $20,654 | $2,405+758.9% | $16,305+26.7% | $2,969+595.7% |