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 | $149,284 | $158,398-5.8% | $126,539+18.0% | $142,382+4.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 6.98% | 593.76%-586.8pp | 425.95%-419.0pp | 217.08%-210.1pp |
| Employer contribution / active EE | $9,000 | $4,650+93.6% | $3,674+145.0% | $4,299+109.3% |
| Participant deferral / active EE | $34,750 | $4,767+629.0% | $4,083+751.2% | $6,507+434.0% |
| Admin fee / account holder | $530 | $6,918-92.3% | $6,065-91.3% | $12,624-95.8% |