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 | $77,425 | $65,041+19.0% | $90,951-14.9% | $79,858-3.0% |
| Participation rate | 85.7% | 61.6%+24.1pp | 69.0%+16.7pp | 69.6%+16.1pp |
| Annual return | 7.24% | 30.45%-23.2pp | 134.60%-127.4pp | 31.71%-24.5pp |
| Employer contribution / active EE | $2,125 | $1,247+70.4% | $2,122+0.1% | $2,471-14.0% |
| Participant deferral / active EE | $3,721 | $2,512+48.1% | $3,373+10.3% | $3,740-0.5% |
| Admin fee / account holder | $20,648 | $4,536+355.2% | $5,959+246.5% | $5,306+289.1% |