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 | $143,160 | $176,056-18.7% | $159,436-10.2% | $167,490-14.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.69% | 331.75%-322.1pp | 263.57%-253.9pp | 478.56%-468.9pp |
| Employer contribution / active EE | $14,436 | $5,297+172.5% | $4,829+198.9% | $4,837+198.4% |
| Participant deferral / active EE | $7,128 | $7,750-8.0% | $7,352-3.0% | $6,341+12.4% |
| Admin fee / account holder | $208,439 | $12,554+1560.3% | $10,799+1830.3% | $12,309+1593.4% |