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 | $116,799 | $202,318-42.3% | $172,739-32.4% | $152,861-23.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 11.26% | 1029.65%-1018.4pp | 802.84%-791.6pp | 345.32%-334.1pp |
| Employer contribution / active EE | $4,667 | $5,856-20.3% | $5,143-9.3% | $4,762-2.0% |
| Participant deferral / active EE | $4,721 | $5,948-20.6% | $5,198-9.2% | $5,850-19.3% |
| Admin fee / account holder | $93,784 | $17,109+448.2% | $13,954+572.1% | $11,596+708.7% |