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 | $113,449 | $163,101-30.4% | $136,749-17.0% | $142,382-20.3% |
| Participation rate | 84.2% | 78.2%+6.0pp | 72.1%+12.1pp | 80.1%+4.1pp |
| Annual return | 6.98% | 27.54%-20.6pp | 24.33%-17.3pp | 217.08%-210.1pp |
| Employer contribution / active EE | $5,895 | $4,117+43.2% | $3,400+73.4% | $4,299+37.1% |
| Participant deferral / active EE | $6,111 | $5,585+9.4% | $4,692+30.2% | $6,507-6.1% |
| Admin fee / account holder | $96,736 | $14,318+575.6% | $11,386+749.6% | $12,624+666.3% |