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 | $168,585 | $175,202-3.8% | $149,673+12.6% | $139,434+20.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.70% | 166.71%-157.0pp | 134.42%-124.7pp | 372.94%-363.2pp |
| Employer contribution / active EE | $1,802 | $5,474-67.1% | $4,818-62.6% | $4,751-62.1% |
| Participant deferral / active EE | $7,144 | $6,519+9.6% | $5,680+25.8% | $6,710+6.5% |
| Admin fee / account holder | $19,630 | $16,150+21.5% | $13,210+48.6% | $11,403+72.2% |