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 | $180,805 | $202,318-10.6% | $172,739+4.7% | $152,861+18.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 5.08% | 1029.65%-1024.6pp | 802.84%-797.8pp | 345.32%-340.2pp |
| Employer contribution / active EE | $5,131 | $5,856-12.4% | $5,143-0.2% | $4,762+7.7% |
| Participant deferral / active EE | $4,631 | $5,948-22.1% | $5,198-10.9% | $5,850-20.8% |
| Admin fee / account holder | $1,123 | $17,109-93.4% | $13,954-92.0% | $11,596-90.3% |