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 | $245,918 | $165,335+48.7% | $149,696+64.3% | $158,922+54.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.57% | 348.15%-341.6pp | 276.60%-270.0pp | 302.83%-296.3pp |
| Employer contribution / active EE | $5,613 | $5,103+10.0% | $4,644+20.9% | $4,761+17.9% |
| Participant deferral / active EE | $18,850 | $7,181+162.5% | $6,842+175.5% | $5,982+215.1% |
| Admin fee / account holder | $689 | $10,807-93.6% | $9,309-92.6% | $11,246-93.9% |