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 | $215,701 | $175,202+23.1% | $149,673+44.1% | $139,434+54.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.22% | 166.71%-156.5pp | 134.42%-124.2pp | 372.94%-362.7pp |
| Employer contribution / active EE | $8,444 | $5,474+54.2% | $4,818+75.3% | $4,751+77.7% |
| Participant deferral / active EE | $8,217 | $6,519+26.1% | $5,680+44.7% | $6,710+22.5% |
| Admin fee / account holder | $96,337 | $16,150+496.5% | $13,210+629.3% | $11,403+744.9% |