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 5-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 | $115,906 | $201,272-42.4% | $184,203-37.1% | $145,922-20.6% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 3.80% | 29.00%-25.2pp | 28.81%-25.0pp | 561.29%-557.5pp |
| Employer contribution / active EE | $7,822 | $7,022+11.4% | $6,427+21.7% | $4,660+67.9% |
| Participant deferral / active EE | $7,183 | $9,806-26.7% | $9,131-21.3% | $6,688+7.4% |
| Admin fee / account holder | $13,041 | $16,364-20.3% | $13,901-6.2% | $13,397-2.7% |