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 5-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 | $131,169 | $148,978-12.0% | $200,582-34.6% | $84,808+54.7% |
| Participation rate | 94.1% | 84.2%+9.9pp | 86.9%+7.2pp | 68.3%+25.8pp |
| Annual return | 9.71% | 28.16%-18.5pp | 42.33%-32.6pp | 40.90%-31.2pp |
| Employer contribution / active EE | $4,736 | $4,815-1.6% | $6,419-26.2% | $2,631+80.0% |
| Participant deferral / active EE | $4,411 | $7,142-38.2% | $9,331-52.7% | $4,212+4.7% |
| Admin fee / account holder | $8,506 | $13,977-39.1% | $16,305-47.8% | $7,344+15.8% |