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 | $241,932 | $175,202+38.1% | $149,673+61.6% | $139,434+73.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.11% | 166.71%-160.6pp | 134.42%-128.3pp | 372.94%-366.8pp |
| Employer contribution / active EE | $1,674 | $5,474-69.4% | $4,818-65.3% | $4,751-64.8% |
| Participant deferral / active EE | $6,336 | $6,519-2.8% | $5,680+11.5% | $6,710-5.6% |
| Admin fee / account holder | $3,942 | $16,150-75.6% | $13,210-70.2% | $11,403-65.4% |