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 4-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 | $135,906 | $95,803+41.9% | $113,168+20.1% | $84,808+60.3% |
| Participation rate | 81.8% | 72.9%+9.0pp | 76.6%+5.3pp | 68.3%+13.5pp |
| Annual return | 9.23% | 25.00%-15.8pp | 24.27%-15.0pp | 40.90%-31.7pp |
| Employer contribution / active EE | $2,029 | $2,360-14.0% | $2,975-31.8% | $2,631-22.9% |
| Participant deferral / active EE | $6,788 | $4,242+60.0% | $5,107+32.9% | $4,212+61.2% |
| Admin fee / account holder | $25,268 | $8,989+181.1% | $12,068+109.4% | $7,344+244.1% |