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 | $135,706 | $202,318-32.9% | $172,739-21.4% | $152,861-11.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 7.07% | 1029.65%-1022.6pp | 802.84%-795.8pp | 345.32%-338.2pp |
| Employer contribution / active EE | $15,224 | $5,856+160.0% | $5,143+196.0% | $4,762+219.7% |
| Participant deferral / active EE | $4,746 | $5,948-20.2% | $5,198-8.7% | $5,850-18.9% |
| Admin fee / account holder | $165,669 | $17,109+868.3% | $13,954+1087.3% | $11,596+1328.6% |