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 | $83,212 | $77,899+6.8% | $149,673-44.4% | $75,163+10.7% |
| Participation rate | 71.2% | 65.6%+5.7pp | 78.8%-7.5pp | 67.2%+4.0pp |
| Annual return | 9.09% | 31.72%-22.6pp | 134.42%-125.3pp | 160.62%-151.5pp |
| Employer contribution / active EE | $740 | $3,137-76.4% | $4,818-84.6% | $2,670-72.3% |
| Participant deferral / active EE | $2,809 | $3,411-17.6% | $5,680-50.5% | $4,125-31.9% |
| Admin fee / account holder | $11,995 | $5,956+101.4% | $13,210-9.2% | $5,651+112.3% |