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 | $144,426 | $183,519-21.3% | $155,509-7.1% | $145,922-1.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.93% | 61.17%-54.2pp | 64.67%-57.7pp | 561.29%-554.4pp |
| Employer contribution / active EE | $8,988 | $5,313+69.2% | $4,672+92.4% | $4,660+92.9% |
| Participant deferral / active EE | $9,696 | $6,462+50.0% | $5,626+72.3% | $6,688+45.0% |
| Admin fee / account holder | $78,000 | $19,313+303.9% | $15,912+390.2% | $13,397+482.2% |