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 | $199,828 | $159,901+25.0% | $146,958+36.0% | $145,922+36.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.97% | 98.13%-91.2pp | 418.34%-411.4pp | 561.29%-554.3pp |
| Employer contribution / active EE | $6,438 | $5,286+21.8% | $4,933+30.5% | $4,660+38.2% |
| Participant deferral / active EE | $30,567 | $8,428+262.7% | $8,070+278.8% | $6,688+357.1% |
| Admin fee / account holder | $66,824 | $15,044+344.2% | $12,998+414.1% | $13,397+398.8% |