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 | $179,209 | $159,602+12.3% | $150,045+19.4% | $142,382+25.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.61% | 70.24%-62.6pp | 62.55%-54.9pp | 217.08%-209.5pp |
| Employer contribution / active EE | $5,903 | $4,961+19.0% | $4,693+25.8% | $4,299+37.3% |
| Participant deferral / active EE | $17,689 | $8,310+112.9% | $7,997+121.2% | $6,507+171.8% |
| Admin fee / account holder | $80,978 | $14,846+445.4% | $13,435+502.7% | $12,624+541.5% |