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 | $206,598 | $202,318+2.1% | $172,739+19.6% | $152,861+35.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.20% | 1029.65%-1026.4pp | 802.84%-799.6pp | 345.32%-342.1pp |
| Employer contribution / active EE | $8,417 | $5,856+43.7% | $5,143+63.7% | $4,762+76.7% |
| Participant deferral / active EE | $7,868 | $5,948+32.3% | $5,198+51.4% | $5,850+34.5% |
| Admin fee / account holder | $5,325 | $17,109-68.9% | $13,954-61.8% | $11,596-54.1% |