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 | $145,914 | $112,096+30.2% | $95,952+52.1% | $158,922-8.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 5.77% | 171.09%-165.3pp | 91.61%-85.8pp | 302.83%-297.1pp |
| Employer contribution / active EE | $1,113 | $3,198-65.2% | $2,541-56.2% | $4,761-76.6% |
| Participant deferral / active EE | $3,942 | $4,784-17.6% | $4,167-5.4% | $5,982-34.1% |
| Admin fee / account holder | $99,106 | $10,130+878.3% | $6,795+1358.4% | $11,246+781.3% |