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 | $150,084 | $171,865-12.7% | $149,718+0.2% | $147,584+1.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 2.68% | 2113.22%-2110.5pp | 1501.63%-1499.0pp | 578.55%-575.9pp |
| Employer contribution / active EE | $11,774 | $6,275+87.6% | $5,445+116.2% | $4,876+141.5% |
| Participant deferral / active EE | $10,044 | $7,271+38.1% | $6,569+52.9% | $5,439+84.7% |
| Admin fee / account holder | $3,292 | $13,799-76.1% | $11,283-70.8% | $10,885-69.8% |