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 | $199,000 | $209,832-5.2% | $189,513+5.0% | $167,490+18.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 5.91% | 748.27%-742.4pp | 555.15%-549.2pp | 478.56%-472.6pp |
| Employer contribution / active EE | $5,999 | $6,914-13.2% | $6,162-2.6% | $4,837+24.0% |
| Participant deferral / active EE | $7,083 | $8,935-20.7% | $8,221-13.8% | $6,341+11.7% |
| Admin fee / account holder | $38,132 | $14,293+166.8% | $12,045+216.6% | $12,309+209.8% |