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 | $136,236 | $157,256-13.4% | $141,162-3.5% | $152,861-10.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.44% | 64.32%-50.9pp | 71.39%-57.9pp | 345.32%-331.9pp |
| Employer contribution / active EE | $13,936 | $5,261+164.9% | $4,735+194.3% | $4,762+192.6% |
| Participant deferral / active EE | $10,223 | $7,109+43.8% | $6,709+52.4% | $5,850+74.7% |
| Admin fee / account holder | $390 | $12,120-96.8% | $10,261-96.2% | $11,596-96.6% |