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 | $217,037 | $159,602+36.0% | $150,045+44.6% | $142,382+52.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 4.92% | 70.24%-65.3pp | 62.55%-57.6pp | 217.08%-212.2pp |
| Employer contribution / active EE | $3,543 | $4,961-28.6% | $4,693-24.5% | $4,299-17.6% |
| Participant deferral / active EE | $10,578 | $8,310+27.3% | $7,997+32.3% | $6,507+62.6% |
| Admin fee / account holder | $7,035 | $14,846-52.6% | $13,435-47.6% | $12,624-44.3% |