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 | $222,764 | $176,056+26.5% | $159,436+39.7% | $167,490+33.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.07% | 331.75%-324.7pp | 263.57%-256.5pp | 478.56%-471.5pp |
| Employer contribution / active EE | $3,881 | $5,297-26.7% | $4,829-19.6% | $4,837-19.8% |
| Participant deferral / active EE | $7,548 | $7,750-2.6% | $7,352+2.7% | $6,341+19.0% |
| Admin fee / account holder | $1,337 | $12,554-89.3% | $10,799-87.6% | $12,309-89.1% |