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 | $193,070 | $114,381+68.8% | $107,525+79.6% | $142,382+35.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.89% | 242.71%-232.8pp | 181.32%-171.4pp | 217.08%-207.2pp |
| Employer contribution / active EE | $4,291 | $4,015+6.9% | $3,754+14.3% | $4,299-0.2% |
| Participant deferral / active EE | $8,951 | $5,564+60.9% | $5,116+75.0% | $6,507+37.6% |
| Admin fee / account holder | $100,006 | $9,860+914.3% | $8,919+1021.3% | $12,624+692.2% |