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 | $236,491 | $214,378+10.3% | $200,582+17.9% | $142,382+66.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.98% | 46.41%-35.4pp | 42.33%-31.4pp | 217.08%-206.1pp |
| Employer contribution / active EE | $3,220 | $6,841-52.9% | $6,419-49.8% | $4,299-25.1% |
| Participant deferral / active EE | $4,733 | $9,865-52.0% | $9,331-49.3% | $6,507-27.3% |
| Admin fee / account holder | $21,533 | $17,692+21.7% | $16,305+32.1% | $12,624+70.6% |