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 | $157,203 | $209,411-24.9% | $178,490-11.9% | $158,922-1.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.05% | 188.75%-185.7pp | 151.07%-148.0pp | 302.83%-299.8pp |
| Employer contribution / active EE | $13,267 | $5,706+132.5% | $5,011+164.8% | $4,761+178.6% |
| Participant deferral / active EE | $9,032 | $5,954+51.7% | $5,202+73.6% | $5,982+51.0% |
| Admin fee / account holder | $6,300 | $17,074-63.1% | $13,984-54.9% | $11,246-44.0% |