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 | $184,357 | $176,056+4.7% | $159,436+15.6% | $167,490+10.1% |
| Participation rate | 95.2% | 84.9%+10.3pp | 82.8%+12.4pp | 82.1%+13.1pp |
| Annual return | 9.54% | 331.75%-322.2pp | 263.57%-254.0pp | 478.56%-469.0pp |
| Employer contribution / active EE | $9,683 | $5,297+82.8% | $4,829+100.5% | $4,837+100.2% |
| Participant deferral / active EE | $5,649 | $7,750-27.1% | $7,352-23.2% | $6,341-10.9% |
| Admin fee / account holder | $3,017 | $12,554-76.0% | $10,799-72.1% | $12,309-75.5% |