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 | $206,133 | $159,602+29.2% | $150,045+37.4% | $142,382+44.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.79% | 70.24%-58.4pp | 62.55%-50.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $9,611 | $4,961+93.8% | $4,693+104.8% | $4,299+123.6% |
| Participant deferral / active EE | $12,914 | $8,310+55.4% | $7,997+61.5% | $6,507+98.5% |
| Admin fee / account holder | $59,310 | $14,846+299.5% | $13,435+341.5% | $12,624+369.8% |