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 | $150,008 | $209,411-28.4% | $178,490-16.0% | $158,922-5.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.47% | 188.75%-187.3pp | 151.07%-149.6pp | 302.83%-301.4pp |
| Employer contribution / active EE | $6,410 | $5,706+12.3% | $5,011+27.9% | $4,761+34.6% |
| Participant deferral / active EE | $7,187 | $5,954+20.7% | $5,202+38.2% | $5,982+20.1% |
| Admin fee / account holder | $130,185 | $17,074+662.5% | $13,984+831.0% | $11,246+1057.6% |