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 | $108,921 | $177,572-38.7% | $154,803-29.6% | $142,382-23.5% |
| Participation rate | 94.7% | 82.1%+12.7pp | 78.1%+16.7pp | 80.1%+14.6pp |
| Annual return | 10.92% | 65.07%-54.2pp | 58.88%-48.0pp | 217.08%-206.2pp |
| Employer contribution / active EE | $3,868 | $4,810-19.6% | $4,305-10.2% | $4,299-10.0% |
| Participant deferral / active EE | $3,196 | $6,272-49.0% | $5,540-42.3% | $6,507-50.9% |
| Admin fee / account holder | $4,737 | $16,786-71.8% | $14,329-66.9% | $12,624-62.5% |