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 | $160,486 | $159,901+0.4% | $146,958+9.2% | $145,922+10.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.37% | 98.13%-90.8pp | 418.34%-411.0pp | 561.29%-553.9pp |
| Employer contribution / active EE | $6,326 | $5,286+19.7% | $4,933+28.2% | $4,660+35.8% |
| Participant deferral / active EE | $6,096 | $8,428-27.7% | $8,070-24.5% | $6,688-8.9% |
| Admin fee / account holder | $1,411 | $15,044-90.6% | $12,998-89.1% | $13,397-89.5% |