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 | $205,737 | $183,963+11.8% | $162,163+26.9% | $152,861+34.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 9.90% | 150.76%-140.9pp | 115.59%-105.7pp | 345.32%-335.4pp |
| Employer contribution / active EE | $3,194 | $6,371-49.9% | $5,614-43.1% | $4,762-32.9% |
| Participant deferral / active EE | $8,709 | $8,034+8.4% | $7,298+19.3% | $5,850+48.9% |
| Admin fee / account holder | $7,875 | $13,121-40.0% | $10,843-27.4% | $11,596-32.1% |