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 | $200,707 | $165,335+21.4% | $149,696+34.1% | $158,922+26.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.10% | 348.15%-340.0pp | 276.60%-268.5pp | 302.83%-294.7pp |
| Employer contribution / active EE | $14,286 | $5,103+180.0% | $4,644+207.6% | $4,761+200.0% |
| Participant deferral / active EE | $10,087 | $7,181+40.5% | $6,842+47.4% | $5,982+68.6% |
| Admin fee / account holder | $864 | $10,807-92.0% | $9,309-90.7% | $11,246-92.3% |