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 | $171,074 | $159,602+7.2% | $150,045+14.0% | $142,382+20.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.73% | 70.24%-60.5pp | 62.55%-52.8pp | 217.08%-207.3pp |
| Employer contribution / active EE | $7,546 | $4,961+52.1% | $4,693+60.8% | $4,299+75.5% |
| Participant deferral / active EE | $12,454 | $8,310+49.9% | $7,997+55.7% | $6,507+91.4% |
| Admin fee / account holder | $33,344 | $14,846+124.6% | $13,435+148.2% | $12,624+164.1% |