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 | $206,410 | $175,202+17.8% | $149,673+37.9% | $139,434+48.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.65% | 166.71%-160.1pp | 134.42%-127.8pp | 372.94%-366.3pp |
| Employer contribution / active EE | $13,264 | $5,474+142.3% | $4,818+175.3% | $4,751+179.2% |
| Participant deferral / active EE | $8,480 | $6,519+30.1% | $5,680+49.3% | $6,710+26.4% |
| Admin fee / account holder | $4,593 | $16,150-71.6% | $13,210-65.2% | $11,403-59.7% |