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 | $200,371 | $201,272-0.4% | $184,203+8.8% | $145,922+37.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.13% | 29.00%-20.9pp | 28.81%-20.7pp | 561.29%-553.2pp |
| Employer contribution / active EE | $13,686 | $7,022+94.9% | $6,427+112.9% | $4,660+193.7% |
| Participant deferral / active EE | $13,189 | $9,806+34.5% | $9,131+44.4% | $6,688+97.2% |
| Admin fee / account holder | $28,761 | $16,364+75.8% | $13,901+106.9% | $13,397+114.7% |