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 | $180,093 | $175,202+2.8% | $149,673+20.3% | $139,434+29.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.00% | 166.71%-156.7pp | 134.42%-124.4pp | 372.94%-362.9pp |
| Employer contribution / active EE | $1,083 | $5,474-80.2% | $4,818-77.5% | $4,751-77.2% |
| Participant deferral / active EE | $2,034 | $6,519-68.8% | $5,680-64.2% | $6,710-69.7% |
| Admin fee / account holder | $19,657 | $16,150+21.7% | $13,210+48.8% | $11,403+72.4% |