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 9-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 | $129,786 | $86,286+50.4% | $111,297+16.6% | $85,850+51.2% |
| Participation rate | 96.0% | 73.3%+22.7pp | 77.3%+18.7pp | 69.3%+26.7pp |
| Annual return | 6.63% | 19.99%-13.4pp | 54.65%-48.0pp | 318.53%-311.9pp |
| Employer contribution / active EE | $1,896 | $2,043-7.2% | $2,731-30.6% | $2,565-26.1% |
| Participant deferral / active EE | $5,882 | $3,641+61.6% | $4,487+31.1% | $3,952+48.9% |
| Admin fee / account holder | $11,016 | $8,188+34.5% | $7,964+38.3% | $6,260+76.0% |