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 | $191,424 | $197,591-3.1% | $177,821+7.6% | $158,922+20.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 1.54% | 58.76%-57.2pp | 48.32%-46.8pp | 302.83%-301.3pp |
| Employer contribution / active EE | $4,280 | $6,697-36.1% | $5,918-27.7% | $4,761-10.1% |
| Participant deferral / active EE | $10,700 | $8,405+27.3% | $7,714+38.7% | $5,982+78.9% |
| Admin fee / account holder | $664 | $15,399-95.7% | $12,427-94.7% | $11,246-94.1% |