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 | $242,093 | $198,466+22.0% | $170,442+42.0% | $147,584+64.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.77% | 257.29%-249.5pp | 205.93%-198.2pp | 578.55%-570.8pp |
| Employer contribution / active EE | $6,036 | $6,184-2.4% | $5,433+11.1% | $4,876+23.8% |
| Participant deferral / active EE | $9,364 | $5,629+66.3% | $4,939+89.6% | $5,439+72.2% |
| Admin fee / account holder | $1,244 | $16,852-92.6% | $13,880-91.0% | $10,885-88.6% |