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 | $165,972 | $118,849+39.6% | $96,562+71.9% | $167,490-0.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 7.97% | 50.49%-42.5pp | 37.78%-29.8pp | 478.56%-470.6pp |
| Employer contribution / active EE | $1,687 | $3,120-45.9% | $2,356-28.4% | $4,837-65.1% |
| Participant deferral / active EE | $1,387 | $4,616-70.0% | $3,849-64.0% | $6,341-78.1% |
| Admin fee / account holder | $64,700 | $8,065+702.2% | $6,181+946.8% | $12,309+425.6% |