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 | $190,637 | $150,440+26.7% | $136,294+39.9% | $147,584+29.2% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 9.69% | 1049.08%-1039.4pp | 5155.94%-5146.2pp | 578.55%-568.9pp |
| Employer contribution / active EE | $896 | $5,256-83.0% | $4,695-80.9% | $4,876-81.6% |
| Participant deferral / active EE | $7,167 | $6,630+8.1% | $6,247+14.7% | $5,439+31.8% |
| Admin fee / account holder | $6,251 | $10,905-42.7% | $9,243-32.4% | $10,885-42.6% |