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 | $186,440 | $183,519+1.6% | $155,509+19.9% | $145,922+27.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.42% | 61.17%-52.7pp | 64.67%-56.3pp | 561.29%-552.9pp |
| Employer contribution / active EE | $7,135 | $5,313+34.3% | $4,672+52.7% | $4,660+53.1% |
| Participant deferral / active EE | $8,349 | $6,462+29.2% | $5,626+48.4% | $6,688+24.8% |
| Admin fee / account holder | $2,764 | $19,313-85.7% | $15,912-82.6% | $13,397-79.4% |