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 | $241,075 | $214,378+12.5% | $200,582+20.2% | $142,382+69.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.25% | 46.41%-37.2pp | 42.33%-33.1pp | 217.08%-207.8pp |
| Employer contribution / active EE | $6,880 | $6,841+0.6% | $6,419+7.2% | $4,299+60.0% |
| Participant deferral / active EE | $4,430 | $9,865-55.1% | $9,331-52.5% | $6,507-31.9% |
| Admin fee / account holder | $5,514 | $17,692-68.8% | $16,305-66.2% | $12,624-56.3% |