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 | $212,319 | $209,832+1.2% | $189,513+12.0% | $167,490+26.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 5.42% | 748.27%-742.8pp | 555.15%-549.7pp | 478.56%-473.1pp |
| Employer contribution / active EE | $14,117 | $6,914+104.2% | $6,162+129.1% | $4,837+191.8% |
| Participant deferral / active EE | $10,450 | $8,935+17.0% | $8,221+27.1% | $6,341+64.8% |
| Admin fee / account holder | $8,707 | $14,293-39.1% | $12,045-27.7% | $12,309-29.3% |