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 | $159,358 | $91,190+74.8% | $178,490-10.7% | $79,858+99.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | -0.34% | 24.19%-24.5pp | 151.07%-151.4pp | 31.71%-32.1pp |
| Employer contribution / active EE | $10,208 | $3,256+213.5% | $5,011+103.7% | $2,471+313.1% |
| Participant deferral / active EE | $7,033 | $3,236+117.3% | $5,202+35.2% | $3,740+88.0% |
| Admin fee / account holder | $4,443 | $6,751-34.2% | $13,984-68.2% | $5,306-16.3% |