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 8-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 | $178,996 | $177,572+0.8% | $154,803+15.6% | $142,382+25.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -1.69% | 65.07%-66.8pp | 58.88%-60.6pp | 217.08%-218.8pp |
| Employer contribution / active EE | $12,271 | $4,810+155.1% | $4,305+185.0% | $4,299+185.4% |
| Participant deferral / active EE | $16,434 | $6,272+162.0% | $5,540+196.6% | $6,507+152.6% |
| Admin fee / account holder | $3,756 | $16,786-77.6% | $14,329-73.8% | $12,624-70.2% |