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 | $226,052 | $175,202+29.0% | $149,673+51.0% | $139,434+62.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.50% | 166.71%-157.2pp | 134.42%-124.9pp | 372.94%-363.4pp |
| Employer contribution / active EE | $7,500 | $5,474+37.0% | $4,818+55.7% | $4,751+57.9% |
| Participant deferral / active EE | $6,563 | $6,519+0.7% | $5,680+15.5% | $6,710-2.2% |
| Admin fee / account holder | $12,250 | $16,150-24.1% | $13,210-7.3% | $11,403+7.4% |