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 | $88,183 | $148,978-40.8% | $200,582-56.0% | $84,808+4.0% |
| Participation rate | 78.9% | 84.2%-5.4pp | 86.9%-8.0pp | 68.3%+10.6pp |
| Annual return | 7.38% | 28.16%-20.8pp | 42.33%-34.9pp | 40.90%-33.5pp |
| Employer contribution / active EE | $11,218 | $4,815+133.0% | $6,419+74.8% | $2,631+326.4% |
| Participant deferral / active EE | $4,722 | $7,142-33.9% | $9,331-49.4% | $4,212+12.1% |
| Admin fee / account holder | $1,460 | $13,977-89.6% | $16,305-91.0% | $7,344-80.1% |