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 | $203,287 | $177,572+14.5% | $154,803+31.3% | $142,382+42.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.54% | 65.07%-55.5pp | 58.88%-49.3pp | 217.08%-207.5pp |
| Employer contribution / active EE | $7,127 | $4,810+48.2% | $4,305+65.5% | $4,299+65.8% |
| Participant deferral / active EE | $8,792 | $6,272+40.2% | $5,540+58.7% | $6,507+35.1% |
| Admin fee / account holder | $10,806 | $16,786-35.6% | $14,329-24.6% | $12,624-14.4% |