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 | $218,529 | $165,335+32.2% | $149,696+46.0% | $158,922+37.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.82% | 348.15%-340.3pp | 276.60%-268.8pp | 302.83%-295.0pp |
| Employer contribution / active EE | $7,826 | $5,103+53.4% | $4,644+68.5% | $4,761+64.4% |
| Participant deferral / active EE | $5,011 | $7,181-30.2% | $6,842-26.8% | $5,982-16.2% |
| Admin fee / account holder | $3,336 | $10,807-69.1% | $9,309-64.2% | $11,246-70.3% |