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 | $153,142 | $159,901-4.2% | $146,958+4.2% | $145,922+4.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.24% | 98.13%-89.9pp | 418.34%-410.1pp | 561.29%-553.0pp |
| Employer contribution / active EE | $7,589 | $5,286+43.6% | $4,933+53.8% | $4,660+62.9% |
| Participant deferral / active EE | $9,020 | $8,428+7.0% | $8,070+11.8% | $6,688+34.9% |
| Admin fee / account holder | $38,823 | $15,044+158.1% | $12,998+198.7% | $13,397+189.8% |