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 | $189,952 | $148,534+27.9% | $135,903+39.8% | $139,434+36.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.01% | 79.19%-71.2pp | 68.23%-60.2pp | 372.94%-364.9pp |
| Employer contribution / active EE | $10,384 | $5,243+98.0% | $4,856+113.8% | $4,751+118.6% |
| Participant deferral / active EE | $5,571 | $8,100-31.2% | $7,758-28.2% | $6,710-17.0% |
| Admin fee / account holder | $1,655 | $12,400-86.7% | $10,762-84.6% | $11,403-85.5% |