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 | $163,476 | $157,256+4.0% | $141,162+15.8% | $152,861+6.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.22% | 64.32%-51.1pp | 71.39%-58.2pp | 345.32%-332.1pp |
| Employer contribution / active EE | $2,521 | $5,261-52.1% | $4,735-46.8% | $4,762-47.1% |
| Participant deferral / active EE | $6,281 | $7,109-11.7% | $6,709-6.4% | $5,850+7.4% |
| Admin fee / account holder | $60,252 | $12,120+397.1% | $10,261+487.2% | $11,596+419.6% |