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 | $214,950 | $159,602+34.7% | $150,045+43.3% | $142,382+51.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.31% | 70.24%-62.9pp | 62.55%-55.2pp | 217.08%-209.8pp |
| Employer contribution / active EE | $10,037 | $4,961+102.3% | $4,693+113.9% | $4,299+133.5% |
| Participant deferral / active EE | $10,073 | $8,310+21.2% | $7,997+26.0% | $6,507+54.8% |
| Admin fee / account holder | $102,861 | $14,846+592.8% | $13,435+665.6% | $12,624+714.8% |