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 6-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 | $69,739 | $98,750-29.4% | $149,696-53.4% | $79,858-12.7% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.5%+12.6pp | 69.6%+25.5pp |
| Annual return | 12.30% | 27.43%-15.1pp | 276.60%-264.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $3,215 | $3,2160% | $4,644-30.8% | $2,471+30.1% |
| Participant deferral / active EE | $5,850 | $5,680+3.0% | $6,842-14.5% | $3,740+56.4% |
| Admin fee / account holder | $3,552 | $6,053-41.3% | $9,309-61.8% | $5,306-33.1% |