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 | $177,275 | $157,256+12.7% | $141,162+25.6% | $152,861+16.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 1.77% | 64.32%-62.6pp | 71.39%-69.6pp | 345.32%-343.5pp |
| Employer contribution / active EE | $3,511 | $5,261-33.3% | $4,735-25.8% | $4,762-26.3% |
| Participant deferral / active EE | $8,451 | $7,109+18.9% | $6,709+26.0% | $5,850+44.5% |
| Admin fee / account holder | $3,990 | $12,120-67.1% | $10,261-61.1% | $11,596-65.6% |