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 | $196,726 | $177,572+10.8% | $154,803+27.1% | $142,382+38.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.03% | 65.07%-54.0pp | 58.88%-47.9pp | 217.08%-206.0pp |
| Employer contribution / active EE | $2,848 | $4,810-40.8% | $4,305-33.8% | $4,299-33.7% |
| Participant deferral / active EE | $14,331 | $6,272+128.5% | $5,540+158.7% | $6,507+120.2% |
| Admin fee / account holder | $95,310 | $16,786+467.8% | $14,329+565.1% | $12,624+655.0% |