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 | $220,894 | $159,901+38.1% | $146,958+50.3% | $145,922+51.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.38% | 98.13%-89.8pp | 418.34%-410.0pp | 561.29%-552.9pp |
| Employer contribution / active EE | $6,194 | $5,286+17.2% | $4,933+25.6% | $4,660+32.9% |
| Participant deferral / active EE | $2,848 | $8,428-66.2% | $8,070-64.7% | $6,688-57.4% |
| Admin fee / account holder | $6,892 | $15,044-54.2% | $12,998-47.0% | $13,397-48.6% |