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 | $224,222 | $177,572+26.3% | $154,803+44.8% | $142,382+57.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.19% | 65.07%-55.9pp | 58.88%-49.7pp | 217.08%-207.9pp |
| Employer contribution / active EE | $18,567 | $4,810+286.0% | $4,305+331.2% | $4,299+331.9% |
| Participant deferral / active EE | $6,778 | $6,272+8.1% | $5,540+22.3% | $6,507+4.2% |
| Admin fee / account holder | $695,558 | $16,786+4043.7% | $14,329+4754.2% | $12,624+5409.9% |