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 | $210,171 | $209,411+0.4% | $178,490+17.7% | $158,922+32.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.15% | 188.75%-182.6pp | 151.07%-144.9pp | 302.83%-296.7pp |
| Employer contribution / active EE | $2,370 | $5,706-58.5% | $5,011-52.7% | $4,761-50.2% |
| Participant deferral / active EE | $4,150 | $5,954-30.3% | $5,202-20.2% | $5,982-30.6% |
| Admin fee / account holder | $35,773 | $17,074+109.5% | $13,984+155.8% | $11,246+218.1% |