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 | $213,369 | $159,602+33.7% | $150,045+42.2% | $142,382+49.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.49% | 70.24%-61.7pp | 62.55%-54.1pp | 217.08%-208.6pp |
| Employer contribution / active EE | $12,882 | $4,961+159.7% | $4,693+174.5% | $4,299+199.6% |
| Participant deferral / active EE | $6,276 | $8,310-24.5% | $7,997-21.5% | $6,507-3.5% |
| Admin fee / account holder | $128,743 | $14,846+767.2% | $13,435+858.3% | $12,624+919.9% |