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 | $190,520 | $202,318-5.8% | $172,739+10.3% | $152,861+24.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.31% | 1029.65%-1017.3pp | 802.84%-790.5pp | 345.32%-333.0pp |
| Employer contribution / active EE | $2,792 | $5,856-52.3% | $5,143-45.7% | $4,762-41.4% |
| Participant deferral / active EE | $7,400 | $5,948+24.4% | $5,198+42.4% | $5,850+26.5% |
| Admin fee / account holder | $258,905 | $17,109+1413.3% | $13,954+1755.4% | $11,596+2132.6% |