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 | $163,193 | $121,625+34.2% | $104,607+56.0% | $158,922+2.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 1.75% | 465.26%-463.5pp | 340.46%-338.7pp | 302.83%-301.1pp |
| Employer contribution / active EE | $8,230 | $3,163+160.2% | $2,681+207.0% | $4,761+72.9% |
| Participant deferral / active EE | $7,783 | $4,177+86.3% | $3,740+108.1% | $5,982+30.1% |
| Admin fee / account holder | $3,538 | $7,787-54.6% | $6,473-45.3% | $11,246-68.5% |