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 9-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 | $85,286 | $72,277+18.0% | $101,248-15.8% | $79,858+6.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 10.43% | 22.30%-11.9pp | 46.47%-36.0pp | 31.71%-21.3pp |
| Employer contribution / active EE | $3,111 | $2,692+15.6% | $3,660-15.0% | $2,471+25.9% |
| Participant deferral / active EE | $4,764 | $3,282+45.2% | $4,370+9.0% | $3,740+27.4% |
| Admin fee / account holder | $7,726 | $4,400+75.6% | $5,945+29.9% | $5,306+45.6% |