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 | $165,615 | $171,865-3.6% | $149,718+10.6% | $147,584+12.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.98% | 2113.22%-2105.2pp | 1501.63%-1493.7pp | 578.55%-570.6pp |
| Employer contribution / active EE | $8,148 | $6,275+29.8% | $5,445+49.6% | $4,876+67.1% |
| Participant deferral / active EE | $8,125 | $7,271+11.7% | $6,569+23.7% | $5,439+49.4% |
| Admin fee / account holder | $22,751 | $13,799+64.9% | $11,283+101.6% | $10,885+109.0% |