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 | $183,731 | $159,602+15.1% | $150,045+22.5% | $142,382+29.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.20% | 70.24%-62.0pp | 62.55%-54.4pp | 217.08%-208.9pp |
| Employer contribution / active EE | $8,298 | $4,961+67.3% | $4,693+76.8% | $4,299+93.0% |
| Participant deferral / active EE | $10,379 | $8,310+24.9% | $7,997+29.8% | $6,507+59.5% |
| Admin fee / account holder | $8,814 | $14,846-40.6% | $13,435-34.4% | $12,624-30.2% |