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 | $249,265 | $214,378+16.3% | $200,582+24.3% | $142,382+75.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.17% | 46.41%-35.2pp | 42.33%-31.2pp | 217.08%-205.9pp |
| Employer contribution / active EE | $2,816 | $6,841-58.8% | $6,419-56.1% | $4,299-34.5% |
| Participant deferral / active EE | $7,433 | $9,865-24.7% | $9,331-20.3% | $6,507+14.2% |
| Admin fee / account holder | $32,679 | $17,692+84.7% | $16,305+100.4% | $12,624+158.9% |