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 | $124,840 | $159,901-21.9% | $146,958-15.1% | $145,922-14.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.81% | 98.13%-90.3pp | 418.34%-410.5pp | 561.29%-553.5pp |
| Employer contribution / active EE | $19,466 | $5,286+268.3% | $4,933+294.6% | $4,660+317.8% |
| Participant deferral / active EE | $16,439 | $8,428+95.0% | $8,070+103.7% | $6,688+145.8% |
| Admin fee / account holder | $744 | $15,044-95.1% | $12,998-94.3% | $13,397-94.4% |