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 | $158,236 | $159,901-1.0% | $146,958+7.7% | $145,922+8.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.97% | 98.13%-90.2pp | 418.34%-410.4pp | 561.29%-553.3pp |
| Employer contribution / active EE | $5,176 | $5,286-2.1% | $4,933+4.9% | $4,660+11.1% |
| Participant deferral / active EE | $18,265 | $8,428+116.7% | $8,070+126.3% | $6,688+173.1% |
| Admin fee / account holder | $217,022 | $15,044+1342.6% | $12,998+1569.6% | $13,397+1519.9% |