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 | $219,319 | $214,378+2.3% | $200,582+9.3% | $142,382+54.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 5.00% | 46.41%-41.4pp | 42.33%-37.3pp | 217.08%-212.1pp |
| Employer contribution / active EE | $21,367 | $6,841+212.3% | $6,419+232.9% | $4,299+397.0% |
| Participant deferral / active EE | $21,362 | $9,865+116.5% | $9,331+128.9% | $6,507+228.3% |
| Admin fee / account holder | $221,203 | $17,692+1150.3% | $16,305+1256.7% | $12,624+1652.3% |