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 | $208,160 | $198,466+4.9% | $170,442+22.1% | $147,584+41.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.04% | 257.29%-249.3pp | 205.93%-197.9pp | 578.55%-570.5pp |
| Employer contribution / active EE | $6,225 | $6,184+0.7% | $5,433+14.6% | $4,876+27.7% |
| Participant deferral / active EE | $5,777 | $5,629+2.6% | $4,939+16.9% | $5,439+6.2% |
| Admin fee / account holder | $46,637 | $16,852+176.7% | $13,880+236.0% | $10,885+328.4% |