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 | $244,495 | $209,411+16.8% | $178,490+37.0% | $158,922+53.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.24% | 188.75%-184.5pp | 151.07%-146.8pp | 302.83%-298.6pp |
| Employer contribution / active EE | $8,316 | $5,706+45.7% | $5,011+66.0% | $4,761+74.7% |
| Participant deferral / active EE | $6,769 | $5,954+13.7% | $5,202+30.1% | $5,982+13.2% |
| Admin fee / account holder | $112,106 | $17,074+556.6% | $13,984+701.7% | $11,246+896.9% |