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 | $163,630 | $209,411-21.9% | $178,490-8.3% | $158,922+3.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.70% | 188.75%-185.1pp | 151.07%-147.4pp | 302.83%-299.1pp |
| Employer contribution / active EE | $1,433 | $5,706-74.9% | $5,011-71.4% | $4,761-69.9% |
| Participant deferral / active EE | $7,342 | $5,954+23.3% | $5,202+41.2% | $5,982+22.7% |
| Admin fee / account holder | $6,153 | $17,074-64.0% | $13,984-56.0% | $11,246-45.3% |