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 | $148,200 | $183,963-19.4% | $162,163-8.6% | $152,861-3.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 8.95% | 150.76%-141.8pp | 115.59%-106.6pp | 345.32%-336.4pp |
| Employer contribution / active EE | $11,875 | $6,371+86.4% | $5,614+111.5% | $4,762+149.4% |
| Participant deferral / active EE | $11,787 | $8,034+46.7% | $7,298+61.5% | $5,850+101.5% |
| Admin fee / account holder | $51,577 | $13,121+293.1% | $10,843+375.7% | $11,596+344.8% |