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 | $214,540 | $177,572+20.8% | $154,803+38.6% | $142,382+50.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.60% | 65.07%-54.5pp | 58.88%-48.3pp | 217.08%-206.5pp |
| Employer contribution / active EE | $15,647 | $4,810+225.3% | $4,305+263.4% | $4,299+264.0% |
| Participant deferral / active EE | $7,799 | $6,272+24.4% | $5,540+40.8% | $6,507+19.9% |
| Admin fee / account holder | $47,084 | $16,786+180.5% | $14,329+228.6% | $12,624+273.0% |