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 | $126,427 | $202,318-37.5% | $172,739-26.8% | $152,861-17.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.82% | 1029.65%-1018.8pp | 802.84%-792.0pp | 345.32%-334.5pp |
| Employer contribution / active EE | $6,136 | $5,856+4.8% | $5,143+19.3% | $4,762+28.9% |
| Participant deferral / active EE | $4,662 | $5,948-21.6% | $5,198-10.3% | $5,850-20.3% |
| Admin fee / account holder | $825 | $17,109-95.2% | $13,954-94.1% | $11,596-92.9% |