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 | $65,626 | $81,460-19.4% | $103,333-36.5% | $80,856-18.8% |
| Participation rate | 88.0% | 66.8%+21.2pp | 74.5%+13.5pp | 67.6%+20.4pp |
| Annual return | 9.73% | 25.55%-15.8pp | 24.88%-15.2pp | 35.59%-25.9pp |
| Employer contribution / active EE | $3,110 | $3,105+0.1% | $3,868-19.6% | $2,755+12.9% |
| Participant deferral / active EE | $6,766 | $3,869+74.9% | $5,057+33.8% | $4,296+57.5% |
| Admin fee / account holder | $8,797 | $6,566+34.0% | $8,355+5.3% | $6,918+27.2% |