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 | $112,344 | $214,378-47.6% | $200,582-44.0% | $142,382-21.1% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 11.42% | 46.41%-35.0pp | 42.33%-30.9pp | 217.08%-205.7pp |
| Employer contribution / active EE | $12,538 | $6,841+83.3% | $6,419+95.3% | $4,299+191.6% |
| Participant deferral / active EE | $5,125 | $9,865-48.0% | $9,331-45.1% | $6,507-21.2% |
| Admin fee / account holder | $14,644 | $17,692-17.2% | $16,305-10.2% | $12,624+16.0% |