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 | $212,819 | $209,411+1.6% | $178,490+19.2% | $158,922+33.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.24% | 188.75%-190.0pp | 151.07%-152.3pp | 302.83%-304.1pp |
| Employer contribution / active EE | $1,832 | $5,706-67.9% | $5,011-63.4% | $4,761-61.5% |
| Participant deferral / active EE | $5,175 | $5,954-13.1% | $5,202-0.5% | $5,982-13.5% |
| Admin fee / account holder | $1,361 | $17,074-92.0% | $13,984-90.3% | $11,246-87.9% |