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 9-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 | $172,579 | $157,256+9.7% | $141,162+22.3% | $152,861+12.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.71% | 64.32%-50.6pp | 71.39%-57.7pp | 345.32%-331.6pp |
| Employer contribution / active EE | $2,235 | $5,261-57.5% | $4,735-52.8% | $4,762-53.1% |
| Participant deferral / active EE | $22,000 | $7,109+209.5% | $6,709+227.9% | $5,850+276.1% |
| Admin fee / account holder | $1,434 | $12,120-88.2% | $10,261-86.0% | $11,596-87.6% |