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 10-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 | $208,762 | $177,572+17.6% | $154,803+34.9% | $142,382+46.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.14% | 65.07%-54.9pp | 58.88%-48.7pp | 217.08%-206.9pp |
| Employer contribution / active EE | $2,723 | $4,810-43.4% | $4,305-36.8% | $4,299-36.7% |
| Participant deferral / active EE | $6,619 | $6,272+5.5% | $5,540+19.5% | $6,507+1.7% |
| Admin fee / account holder | $58,416 | $16,786+248.0% | $14,329+307.7% | $12,624+362.7% |