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 | $137,722 | $91,538+50.5% | $129,995+5.9% | $75,163+83.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 11.88% | -631.11%+643.0pp | -137.18%+149.1pp | 160.62%-148.7pp |
| Employer contribution / active EE | $12,322 | $2,845+333.1% | $4,320+185.2% | $2,670+361.5% |
| Participant deferral / active EE | $2,164 | $4,341-50.1% | $5,820-62.8% | $4,125-47.5% |
| Admin fee / account holder | $6,252 | $6,790-7.9% | $10,614-41.1% | $5,651+10.6% |