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 | $183,167 | $165,335+10.8% | $149,696+22.4% | $158,922+15.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.06% | 348.15%-342.1pp | 276.60%-270.5pp | 302.83%-296.8pp |
| Employer contribution / active EE | $5,191 | $5,103+1.7% | $4,644+11.8% | $4,761+9.0% |
| Participant deferral / active EE | $11,967 | $7,181+66.6% | $6,842+74.9% | $5,982+100.0% |
| Admin fee / account holder | $163,255 | $10,807+1410.7% | $9,309+1653.8% | $11,246+1351.7% |