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 | $152,823 | $177,572-13.9% | $154,803-1.3% | $142,382+7.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 4.93% | 65.07%-60.1pp | 58.88%-54.0pp | 217.08%-212.1pp |
| Employer contribution / active EE | $9,040 | $4,810+87.9% | $4,305+110.0% | $4,299+110.3% |
| Participant deferral / active EE | $21,450 | $6,272+242.0% | $5,540+287.1% | $6,507+229.6% |
| Admin fee / account holder | $141,172 | $16,786+741.0% | $14,329+885.2% | $12,624+1018.3% |