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 | $110,061 | $58,208+89.1% | $81,812+34.5% | $80,856+36.1% |
| Participation rate | 80.3% | 63.4%+16.8pp | 72.3%+7.9pp | 67.6%+12.6pp |
| Annual return | 7.83% | 41.66%-33.8pp | 773.79%-766.0pp | 35.59%-27.8pp |
| Employer contribution / active EE | $2,538 | $2,340+8.5% | $2,912-12.9% | $2,755-7.9% |
| Participant deferral / active EE | $3,472 | $3,281+5.8% | $4,319-19.6% | $4,296-19.2% |
| Admin fee / account holder | $4,839 | $4,981-2.9% | $7,386-34.5% | $6,918-30.0% |