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 | $99,380 | $67,606+47.0% | $82,313+20.7% | $70,131+41.7% |
| Participation rate | 70.0% | 72.8%-2.8pp | 76.9%-6.9pp | 69.5%+0.5pp |
| Annual return | 11.41% | 21.57%-10.2pp | 25.88%-14.5pp | 73.14%-61.7pp |
| Employer contribution / active EE | $835 | $1,755-52.4% | $2,428-65.6% | $2,342-64.4% |
| Participant deferral / active EE | $3,392 | $2,987+13.6% | $3,706-8.5% | $3,332+1.8% |
| Admin fee / account holder | $10,633 | $4,512+135.7% | $5,608+89.6% | $4,645+128.9% |