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 | $178,565 | $148,534+20.2% | $135,903+31.4% | $139,434+28.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.03% | 79.19%-74.2pp | 68.23%-63.2pp | 372.94%-367.9pp |
| Employer contribution / active EE | $2,007 | $5,243-61.7% | $4,856-58.7% | $4,751-57.8% |
| Participant deferral / active EE | $15,230 | $8,100+88.0% | $7,758+96.3% | $6,710+127.0% |
| Admin fee / account holder | $96,276 | $12,400+676.4% | $10,762+794.6% | $11,403+744.3% |