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 | $243,155 | $209,411+16.1% | $178,490+36.2% | $158,922+53.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.74% | 188.75%-186.0pp | 151.07%-148.3pp | 302.83%-300.1pp |
| Employer contribution / active EE | $3,069 | $5,706-46.2% | $5,011-38.8% | $4,761-35.5% |
| Participant deferral / active EE | $6,011 | $5,954+1.0% | $5,202+15.6% | $5,982+0.5% |
| Admin fee / account holder | $36,526 | $17,074+113.9% | $13,984+161.2% | $11,246+224.8% |