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 | $183,953 | $175,202+5.0% | $149,673+22.9% | $139,434+31.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3.43% | 166.71%-163.3pp | 134.42%-131.0pp | 372.94%-369.5pp |
| Employer contribution / active EE | $7,971 | $5,474+45.6% | $4,818+65.5% | $4,751+67.8% |
| Participant deferral / active EE | $2,344 | $6,519-64.0% | $5,680-58.7% | $6,710-65.1% |
| Admin fee / account holder | $274,106 | $16,150+1597.2% | $13,210+1975.0% | $11,403+2303.9% |