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 | $164,734 | $157,256+4.8% | $141,162+16.7% | $152,861+7.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 2.93% | 64.32%-61.4pp | 71.39%-68.5pp | 345.32%-342.4pp |
| Employer contribution / active EE | $18,937 | $5,261+260.0% | $4,735+299.9% | $4,762+297.6% |
| Participant deferral / active EE | $12,029 | $7,109+69.2% | $6,709+79.3% | $5,850+105.6% |
| Admin fee / account holder | $19,828 | $12,120+63.6% | $10,261+93.2% | $11,596+71.0% |