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 6-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 | $194,804 | $158,398+23.0% | $126,539+53.9% | $142,382+36.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 9.90% | 593.76%-583.9pp | 425.95%-416.0pp | 217.08%-207.2pp |
| Employer contribution / active EE | $7,377 | $4,650+58.6% | $3,674+100.8% | $4,299+71.6% |
| Participant deferral / active EE | $20,190 | $4,767+323.6% | $4,083+394.5% | $6,507+210.3% |
| Admin fee / account holder | $69,477 | $6,918+904.3% | $6,065+1045.6% | $12,624+450.4% |