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 | $166,582 | $197,591-15.7% | $177,821-6.3% | $158,922+4.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 0.39% | 58.76%-58.4pp | 48.32%-47.9pp | 302.83%-302.4pp |
| Employer contribution / active EE | $4,827 | $6,697-27.9% | $5,918-18.4% | $4,761+1.4% |
| Participant deferral / active EE | $5,955 | $8,405-29.1% | $7,714-22.8% | $5,982-0.5% |
| Admin fee / account holder | $2,207 | $15,399-85.7% | $12,427-82.2% | $11,246-80.4% |