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 | $182,941 | $175,202+4.4% | $149,673+22.2% | $139,434+31.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -12.12% | 166.71%-178.8pp | 134.42%-146.5pp | 372.94%-385.1pp |
| Employer contribution / active EE | $4,314 | $5,474-21.2% | $4,818-10.5% | $4,751-9.2% |
| Participant deferral / active EE | $12,136 | $6,519+86.2% | $5,680+113.7% | $6,710+80.9% |
| Admin fee / account holder | $9,244 | $16,150-42.8% | $13,210-30.0% | $11,403-18.9% |