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 | $178,486 | $168,632+5.8% | $147,614+20.9% | $125,391+42.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -8.76% | 77.65%-86.4pp | 61.98%-70.7pp | 282.22%-291.0pp |
| Employer contribution / active EE | $5,835 | $6,252-6.7% | $5,564+4.9% | $4,866+19.9% |
| Participant deferral / active EE | $4,482 | $5,507-18.6% | $4,895-8.4% | $5,352-16.3% |
| Admin fee / account holder | $3,804 | $13,580-72.0% | $11,611-67.2% | $9,540-60.1% |