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 | $169,761 | $198,466-14.5% | $170,442-0.4% | $147,584+15.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.51% | 257.29%-248.8pp | 205.93%-197.4pp | 578.55%-570.0pp |
| Employer contribution / active EE | $7,184 | $6,184+16.2% | $5,433+32.2% | $4,876+47.3% |
| Participant deferral / active EE | $4,095 | $5,629-27.3% | $4,939-17.1% | $5,439-24.7% |
| Admin fee / account holder | $4,766 | $16,852-71.7% | $13,880-65.7% | $10,885-56.2% |