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 | $232,616 | $226,064+2.9% | $182,532+27.4% | $152,861+52.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 5.51% | 192.51%-187.0pp | 148.54%-143.0pp | 345.32%-339.8pp |
| Employer contribution / active EE | $2,668 | $4,978-46.4% | $4,076-34.5% | $4,762-44.0% |
| Participant deferral / active EE | $7,156 | $6,368+12.4% | $5,524+29.5% | $5,850+22.3% |
| Admin fee / account holder | $11,883 | $10,703+11.0% | $8,592+38.3% | $11,596+2.5% |