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 | $160,534 | $175,202-8.4% | $149,673+7.3% | $139,434+15.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.27% | 166.71%-157.4pp | 134.42%-125.2pp | 372.94%-363.7pp |
| Employer contribution / active EE | $36,000 | $5,474+557.6% | $4,818+647.2% | $4,751+657.8% |
| Participant deferral / active EE | $30,000 | $6,519+360.2% | $5,680+428.2% | $6,710+347.1% |
| Admin fee / account holder | $1,448 | $16,150-91.0% | $13,210-89.0% | $11,403-87.3% |