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 | $212,101 | $202,318+4.8% | $172,739+22.8% | $152,861+38.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 7.41% | 1029.65%-1022.2pp | 802.84%-795.4pp | 345.32%-337.9pp |
| Employer contribution / active EE | $2,648 | $5,856-54.8% | $5,143-48.5% | $4,762-44.4% |
| Participant deferral / active EE | $12,667 | $5,948+113.0% | $5,198+143.7% | $5,850+116.5% |
| Admin fee / account holder | $4,872 | $17,109-71.5% | $13,954-65.1% | $11,596-58.0% |