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 | $187,485 | $175,202+7.0% | $149,673+25.3% | $139,434+34.5% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 6.37% | 166.71%-160.3pp | 134.42%-128.0pp | 372.94%-366.6pp |
| Employer contribution / active EE | $10,935 | $5,474+99.8% | $4,818+127.0% | $4,751+130.2% |
| Participant deferral / active EE | $5,730 | $6,519-12.1% | $5,680+0.9% | $6,710-14.6% |
| Admin fee / account holder | $2,834 | $16,150-82.5% | $13,210-78.5% | $11,403-75.1% |