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 | $175,629 | $177,572-1.1% | $154,803+13.5% | $142,382+23.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.89% | 65.07%-55.2pp | 58.88%-49.0pp | 217.08%-207.2pp |
| Employer contribution / active EE | $8,756 | $4,810+82.0% | $4,305+103.4% | $4,299+103.7% |
| Participant deferral / active EE | $4,849 | $6,272-22.7% | $5,540-12.5% | $6,507-25.5% |
| Admin fee / account holder | $1,609 | $16,786-90.4% | $14,329-88.8% | $12,624-87.3% |