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 | $164,509 | $202,318-18.7% | $172,739-4.8% | $152,861+7.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 4.00% | 1029.65%-1025.7pp | 802.84%-798.8pp | 345.32%-341.3pp |
| Employer contribution / active EE | $6,493 | $5,856+10.9% | $5,143+26.3% | $4,762+36.3% |
| Participant deferral / active EE | $3,563 | $5,948-40.1% | $5,198-31.4% | $5,850-39.1% |
| Admin fee / account holder | $17,947 | $17,109+4.9% | $13,954+28.6% | $11,596+54.8% |