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 | $219,618 | $176,056+24.7% | $159,436+37.7% | $167,490+31.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.79% | 331.75%-327.0pp | 263.57%-258.8pp | 478.56%-473.8pp |
| Employer contribution / active EE | $1,961 | $5,297-63.0% | $4,829-59.4% | $4,837-59.5% |
| Participant deferral / active EE | $7,298 | $7,750-5.8% | $7,352-0.7% | $6,341+15.1% |
| Admin fee / account holder | $39,529 | $12,554+214.9% | $10,799+266.1% | $12,309+221.1% |