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 | $196,932 | $177,572+10.9% | $154,803+27.2% | $142,382+38.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 3.71% | 65.07%-61.4pp | 58.88%-55.2pp | 217.08%-213.4pp |
| Employer contribution / active EE | $2,891 | $4,810-39.9% | $4,305-32.9% | $4,299-32.8% |
| Participant deferral / active EE | $15,039 | $6,272+139.8% | $5,540+171.4% | $6,507+131.1% |
| Admin fee / account holder | $39,319 | $16,786+134.2% | $14,329+174.4% | $12,624+211.5% |