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 | $143,101 | $177,572-19.4% | $154,803-7.6% | $142,382+0.5% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 7.11% | 65.07%-58.0pp | 58.88%-51.8pp | 217.08%-210.0pp |
| Employer contribution / active EE | $7,418 | $4,810+54.2% | $4,305+72.3% | $4,299+72.5% |
| Participant deferral / active EE | $7,747 | $6,272+23.5% | $5,540+39.8% | $6,507+19.1% |
| Admin fee / account holder | $3,845 | $16,786-77.1% | $14,329-73.2% | $12,624-69.5% |