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 | $149,400 | $86,929+71.9% | $102,423+45.9% | $80,856+84.8% |
| Participation rate | 76.7% | 72.4%+4.3pp | 76.5%+0.2pp | 67.6%+9.0pp |
| Annual return | 9.57% | 18.88%-9.3pp | 29.32%-19.7pp | 35.59%-26.0pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,526 | $4,118+34.2% | $5,053+9.4% | $4,296+28.6% |
| Admin fee / account holder | $12,069 | $8,049+49.9% | $9,451+27.7% | $6,918+74.5% |