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 | $169,766 | $202,318-16.1% | $172,739-1.7% | $152,861+11.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.17% | 1029.65%-1019.5pp | 802.84%-792.7pp | 345.32%-335.1pp |
| Employer contribution / active EE | $5,595 | $5,856-4.5% | $5,143+8.8% | $4,762+17.5% |
| Participant deferral / active EE | $4,391 | $5,948-26.2% | $5,198-15.5% | $5,850-24.9% |
| Admin fee / account holder | $5,662 | $17,109-66.9% | $13,954-59.4% | $11,596-51.2% |