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 | $78,937 | $201,272-60.8% | $184,203-57.1% | $145,922-45.9% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 8.03% | 29.00%-21.0pp | 28.81%-20.8pp | 561.29%-553.3pp |
| Employer contribution / active EE | $4,506 | $7,022-35.8% | $6,427-29.9% | $4,660-3.3% |
| Participant deferral / active EE | $4,605 | $9,806-53.0% | $9,131-49.6% | $6,688-31.1% |
| Admin fee / account holder | $2,066 | $16,364-87.4% | $13,901-85.1% | $13,397-84.6% |