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 | $155,353 | $150,440+3.3% | $136,294+14.0% | $147,584+5.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.05% | 1049.08%-1039.0pp | 5155.94%-5145.9pp | 578.55%-568.5pp |
| Employer contribution / active EE | $1,814 | $5,256-65.5% | $4,695-61.4% | $4,876-62.8% |
| Participant deferral / active EE | $5,950 | $6,630-10.3% | $6,247-4.8% | $5,439+9.4% |
| Admin fee / account holder | $5,529 | $10,905-49.3% | $9,243-40.2% | $10,885-49.2% |