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 | $195,294 | $177,572+10.0% | $154,803+26.2% | $142,382+37.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.12% | 65.07%-55.0pp | 58.88%-48.8pp | 217.08%-207.0pp |
| Employer contribution / active EE | $17,523 | $4,810+264.3% | $4,305+307.0% | $4,299+307.6% |
| Participant deferral / active EE | $12,200 | $6,272+94.5% | $5,540+120.2% | $6,507+87.5% |
| Admin fee / account holder | $6,880 | $16,786-59.0% | $14,329-52.0% | $12,624-45.5% |