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 | $198,430 | $177,572+11.7% | $154,803+28.2% | $142,382+39.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 7.55% | 65.07%-57.5pp | 58.88%-51.3pp | 217.08%-209.5pp |
| Employer contribution / active EE | $6,498 | $4,810+35.1% | $4,305+50.9% | $4,299+51.2% |
| Participant deferral / active EE | $6,704 | $6,272+6.9% | $5,540+21.0% | $6,507+3.0% |
| Admin fee / account holder | $8,187 | $16,786-51.2% | $14,329-42.9% | $12,624-35.1% |