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 | $193,370 | $202,318-4.4% | $172,739+11.9% | $152,861+26.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 11.63% | 1029.65%-1018.0pp | 802.84%-791.2pp | 345.32%-333.7pp |
| Employer contribution / active EE | $8,661 | $5,856+47.9% | $5,143+68.4% | $4,762+81.9% |
| Participant deferral / active EE | $9,782 | $5,948+64.5% | $5,198+88.2% | $5,850+67.2% |
| Admin fee / account holder | $1,323 | $17,109-92.3% | $13,954-90.5% | $11,596-88.6% |