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 | $204,714 | $148,534+37.8% | $135,903+50.6% | $139,434+46.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.83% | 79.19%-69.4pp | 68.23%-58.4pp | 372.94%-363.1pp |
| Employer contribution / active EE | $14,941 | $5,243+185.0% | $4,856+207.7% | $4,751+214.5% |
| Participant deferral / active EE | $9,750 | $8,100+20.4% | $7,758+25.7% | $6,710+45.3% |
| Admin fee / account holder | $1,947 | $12,400-84.3% | $10,762-81.9% | $11,403-82.9% |