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 | $132,767 | $115,770+14.7% | $101,248+31.1% | $158,922-16.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.69% | 56.14%-49.4pp | 46.47%-39.8pp | 302.83%-296.1pp |
| Employer contribution / active EE | $4,977 | $4,175+19.2% | $3,660+36.0% | $4,761+4.5% |
| Participant deferral / active EE | $7,933 | $4,957+60.0% | $4,370+81.5% | $5,982+32.6% |
| Admin fee / account holder | $434,840 | $7,245+5902.0% | $5,945+7213.8% | $11,246+3766.7% |