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 | $157,088 | $159,602-1.6% | $150,045+4.7% | $142,382+10.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.27% | 70.24%-63.0pp | 62.55%-55.3pp | 217.08%-209.8pp |
| Employer contribution / active EE | $16,792 | $4,961+238.5% | $4,693+257.8% | $4,299+290.6% |
| Participant deferral / active EE | $14,755 | $8,310+77.6% | $7,997+84.5% | $6,507+126.8% |
| Admin fee / account holder | $80,826 | $14,846+444.4% | $13,435+501.6% | $12,624+540.3% |