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 | $222,890 | $214,378+4.0% | $200,582+11.1% | $142,382+56.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.93% | 46.41%-35.5pp | 42.33%-31.4pp | 217.08%-206.1pp |
| Employer contribution / active EE | $4,864 | $6,841-28.9% | $6,419-24.2% | $4,299+13.1% |
| Participant deferral / active EE | $13,236 | $9,865+34.2% | $9,331+41.8% | $6,507+103.4% |
| Admin fee / account holder | $6,607 | $17,692-62.7% | $16,305-59.5% | $12,624-47.7% |