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 | $143,922 | $202,432-28.9% | $169,368-15.0% | $139,434+3.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.59% | 531.74%-523.1pp | 405.60%-397.0pp | 372.94%-364.4pp |
| Employer contribution / active EE | $6,312 | $4,692+34.5% | $4,013+57.3% | $4,751+32.9% |
| Participant deferral / active EE | $15,297 | $6,938+120.5% | $6,221+145.9% | $6,710+128.0% |
| Admin fee / account holder | $12,125 | $10,708+13.2% | $9,003+34.7% | $11,403+6.3% |