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 | $194,837 | $177,572+9.7% | $154,803+25.9% | $142,382+36.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 0.64% | 65.07%-64.4pp | 58.88%-58.2pp | 217.08%-216.4pp |
| Employer contribution / active EE | $9,544 | $4,810+98.4% | $4,305+121.7% | $4,299+122.0% |
| Participant deferral / active EE | $6,200 | $6,272-1.1% | $5,540+11.9% | $6,507-4.7% |
| Admin fee / account holder | $3,395 | $16,786-79.8% | $14,329-76.3% | $12,624-73.1% |