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 | $109,969 | $125,758-12.6% | $169,993-35.3% | $75,163+46.3% |
| Participation rate | 92.3% | 83.6%+8.7pp | 87.0%+5.3pp | 67.2%+25.1pp |
| Annual return | 13.40% | 27.20%-13.8pp | 53.37%-40.0pp | 160.62%-147.2pp |
| Employer contribution / active EE | $3,501 | $4,615-24.1% | $6,785-48.4% | $2,670+31.1% |
| Participant deferral / active EE | $8,699 | $6,837+27.2% | $10,408-16.4% | $4,125+110.9% |
| Admin fee / account holder | $3,750 | $8,173-54.1% | $12,815-70.7% | $5,651-33.6% |