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 7-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 | $186,357 | $183,963+1.3% | $162,163+14.9% | $152,861+21.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 3.96% | 150.76%-146.8pp | 115.59%-111.6pp | 345.32%-341.4pp |
| Employer contribution / active EE | $10,533 | $6,371+65.3% | $5,614+87.6% | $4,762+121.2% |
| Participant deferral / active EE | $12,117 | $8,034+50.8% | $7,298+66.0% | $5,850+107.1% |
| Admin fee / account holder | $156,578 | $13,121+1093.3% | $10,843+1344.1% | $11,596+1250.2% |