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 | $94,610 | $77,899+21.5% | $149,673-36.8% | $75,163+25.9% |
| Participation rate | 96.4% | 65.6%+30.8pp | 78.8%+17.7pp | 67.2%+29.2pp |
| Annual return | 13.25% | 31.72%-18.5pp | 134.42%-121.2pp | 160.62%-147.4pp |
| Employer contribution / active EE | $3,467 | $3,137+10.5% | $4,818-28.0% | $2,670+29.9% |
| Participant deferral / active EE | $4,214 | $3,411+23.5% | $5,680-25.8% | $4,125+2.2% |
| Admin fee / account holder | $4,396 | $5,956-26.2% | $13,210-66.7% | $5,651-22.2% |