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 | $135,273 | $133,922+1.0% | $116,228+16.4% | $142,382-5.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 7.74% | 147.76%-140.0pp | 90.06%-82.3pp | 217.08%-209.3pp |
| Employer contribution / active EE | $15,000 | $3,446+335.3% | $2,994+400.9% | $4,299+248.9% |
| Participant deferral / active EE | $6,622 | $5,672+16.7% | $4,953+33.7% | $6,507+1.8% |
| Admin fee / account holder | $7,097 | $14,945-52.5% | $11,989-40.8% | $12,624-43.8% |