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 | $207,948 | $176,056+18.1% | $159,436+30.4% | $167,490+24.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.29% | 331.75%-323.5pp | 263.57%-255.3pp | 478.56%-470.3pp |
| Employer contribution / active EE | $16,328 | $5,297+208.3% | $4,829+238.1% | $4,837+237.5% |
| Participant deferral / active EE | $11,819 | $7,750+52.5% | $7,352+60.8% | $6,341+86.4% |
| Admin fee / account holder | $408 | $12,554-96.7% | $10,799-96.2% | $12,309-96.7% |