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 9-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 | $151,872 | $159,901-5.0% | $146,958+3.3% | $145,922+4.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.55% | 98.13%-88.6pp | 418.34%-408.8pp | 561.29%-551.7pp |
| Employer contribution / active EE | $8,654 | $5,286+63.7% | $4,933+75.4% | $4,660+85.7% |
| Participant deferral / active EE | $13,454 | $8,428+59.6% | $8,070+66.7% | $6,688+101.2% |
| Admin fee / account holder | $1,338 | $15,044-91.1% | $12,998-89.7% | $13,397-90.0% |