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 | $186,718 | $214,378-12.9% | $200,582-6.9% | $142,382+31.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.64% | 46.41%-34.8pp | 42.33%-30.7pp | 217.08%-205.4pp |
| Employer contribution / active EE | $8,975 | $6,841+31.2% | $6,419+39.8% | $4,299+108.8% |
| Participant deferral / active EE | $13,893 | $9,865+40.8% | $9,331+48.9% | $6,507+113.5% |
| Admin fee / account holder | $137,667 | $17,692+678.1% | $16,305+744.3% | $12,624+990.5% |