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 | $161,642 | $202,318-20.1% | $172,739-6.4% | $152,861+5.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 6.97% | 1029.65%-1022.7pp | 802.84%-795.9pp | 345.32%-338.3pp |
| Employer contribution / active EE | $1,376 | $5,856-76.5% | $5,143-73.2% | $4,762-71.1% |
| Participant deferral / active EE | $10,614 | $5,948+78.4% | $5,198+104.2% | $5,850+81.4% |
| Admin fee / account holder | $2,433 | $17,109-85.8% | $13,954-82.6% | $11,596-79.0% |