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 | $206,657 | $177,572+16.4% | $154,803+33.5% | $142,382+45.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.73% | 65.07%-54.3pp | 58.88%-48.2pp | 217.08%-206.3pp |
| Employer contribution / active EE | $8,787 | $4,810+82.7% | $4,305+104.1% | $4,299+104.4% |
| Participant deferral / active EE | $7,980 | $6,272+27.2% | $5,540+44.0% | $6,507+22.6% |
| Admin fee / account holder | $15,551 | $16,786-7.4% | $14,329+8.5% | $12,624+23.2% |