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 | $191,990 | $214,378-10.4% | $200,582-4.3% | $142,382+34.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 6.96% | 46.41%-39.4pp | 42.33%-35.4pp | 217.08%-210.1pp |
| Employer contribution / active EE | $9,131 | $6,841+33.5% | $6,419+42.2% | $4,299+112.4% |
| Participant deferral / active EE | $3,625 | $9,865-63.3% | $9,331-61.2% | $6,507-44.3% |
| Admin fee / account holder | $3,457 | $17,692-80.5% | $16,305-78.8% | $12,624-72.6% |