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 | $196,689 | $157,256+25.1% | $141,162+39.3% | $152,861+28.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 11.96% | 64.32%-52.4pp | 71.39%-59.4pp | 345.32%-333.4pp |
| Employer contribution / active EE | $17,200 | $5,261+226.9% | $4,735+263.2% | $4,762+261.2% |
| Participant deferral / active EE | $5,821 | $7,109-18.1% | $6,709-13.2% | $5,850-0.5% |
| Admin fee / account holder | $1,120 | $12,120-90.8% | $10,261-89.1% | $11,596-90.3% |