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 | $191,953 | $209,411-8.3% | $178,490+7.5% | $158,922+20.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.08% | 188.75%-189.8pp | 151.07%-152.1pp | 302.83%-303.9pp |
| Employer contribution / active EE | $8,890 | $5,706+55.8% | $5,011+77.4% | $4,761+86.7% |
| Participant deferral / active EE | $4,805 | $5,954-19.3% | $5,202-7.6% | $5,982-19.7% |
| Admin fee / account holder | $2,961 | $17,074-82.7% | $13,984-78.8% | $11,246-73.7% |