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 | $198,621 | $176,056+12.8% | $159,436+24.6% | $167,490+18.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.90% | 331.75%-321.9pp | 263.57%-253.7pp | 478.56%-468.7pp |
| Employer contribution / active EE | $12,258 | $5,297+131.4% | $4,829+153.8% | $4,837+153.4% |
| Participant deferral / active EE | $8,871 | $7,750+14.5% | $7,352+20.7% | $6,341+39.9% |
| Admin fee / account holder | $1,977 | $12,554-84.3% | $10,799-81.7% | $12,309-83.9% |