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 | $145,715 | $150,440-3.1% | $136,294+6.9% | $147,584-1.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.32% | 1049.08%-1041.8pp | 5155.94%-5148.6pp | 578.55%-571.2pp |
| Employer contribution / active EE | $5,750 | $5,256+9.4% | $4,695+22.5% | $4,876+17.9% |
| Participant deferral / active EE | $2,834 | $6,630-57.3% | $6,247-54.6% | $5,439-47.9% |
| Admin fee / account holder | $12,354 | $10,905+13.3% | $9,243+33.7% | $10,885+13.5% |