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 | $165,924 | $209,411-20.8% | $178,490-7.0% | $158,922+4.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.20% | 188.75%-185.5pp | 151.07%-147.9pp | 302.83%-299.6pp |
| Employer contribution / active EE | $16,465 | $5,706+188.5% | $5,011+228.6% | $4,761+245.8% |
| Participant deferral / active EE | $7,247 | $5,954+21.7% | $5,202+39.3% | $5,982+21.1% |
| Admin fee / account holder | $9,778 | $17,074-42.7% | $13,984-30.1% | $11,246-13.1% |