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 | $235,709 | $176,056+33.9% | $159,436+47.8% | $167,490+40.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.82% | 331.75%-323.9pp | 263.57%-255.7pp | 478.56%-470.7pp |
| Employer contribution / active EE | $7,442 | $5,297+40.5% | $4,829+54.1% | $4,837+53.8% |
| Participant deferral / active EE | $17,127 | $7,750+121.0% | $7,352+132.9% | $6,341+170.1% |
| Admin fee / account holder | $14,192 | $12,554+13.0% | $10,799+31.4% | $12,309+15.3% |