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 | $115,094 | $179,726-36.0% | $156,263-26.3% | $142,382-19.2% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 9.58% | 77.86%-68.3pp | 59.47%-49.9pp | 217.08%-207.5pp |
| Employer contribution / active EE | $4,452 | $5,069-12.2% | $4,333+2.7% | $4,299+3.6% |
| Participant deferral / active EE | $13,482 | $6,956+93.8% | $6,158+118.9% | $6,507+107.2% |
| Admin fee / account holder | $54,418 | $17,272+215.1% | $14,255+281.8% | $12,624+331.1% |