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 | $134,288 | $209,832-36.0% | $189,513-29.1% | $167,490-19.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 5.43% | 748.27%-742.8pp | 555.15%-549.7pp | 478.56%-473.1pp |
| Employer contribution / active EE | $14,519 | $6,914+110.0% | $6,162+135.6% | $4,837+200.1% |
| Participant deferral / active EE | $9,073 | $8,935+1.5% | $8,221+10.4% | $6,341+43.1% |
| Admin fee / account holder | $333 | $14,293-97.7% | $12,045-97.2% | $12,309-97.3% |