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 | $179,005 | $179,726-0.4% | $156,263+14.6% | $142,382+25.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 8.23% | 77.86%-69.6pp | 59.47%-51.2pp | 217.08%-208.9pp |
| Employer contribution / active EE | $5,664 | $5,069+11.7% | $4,333+30.7% | $4,299+31.7% |
| Participant deferral / active EE | $14,741 | $6,956+111.9% | $6,158+139.4% | $6,507+126.5% |
| Admin fee / account holder | $135,827 | $17,272+686.4% | $14,255+852.9% | $12,624+976.0% |