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 | $224,594 | $133,922+67.7% | $116,228+93.2% | $142,382+57.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 9.16% | 147.76%-138.6pp | 90.06%-80.9pp | 217.08%-207.9pp |
| Employer contribution / active EE | $4,168 | $3,446+21.0% | $2,994+39.2% | $4,299-3.1% |
| Participant deferral / active EE | $8,314 | $5,672+46.6% | $4,953+67.9% | $6,507+27.8% |
| Admin fee / account holder | $66,060 | $14,945+342.0% | $11,989+451.0% | $12,624+423.3% |