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 | $151,744 | $157,256-3.5% | $141,162+7.5% | $152,861-0.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 7.30% | 64.32%-57.0pp | 71.39%-64.1pp | 345.32%-338.0pp |
| Employer contribution / active EE | $12,500 | $5,261+137.6% | $4,735+164.0% | $4,762+162.5% |
| Participant deferral / active EE | $0 | $7,109-100.0% | $6,709-100.0% | $5,850-100.0% |
| Admin fee / account holder | $350 | $12,120-97.1% | $10,261-96.6% | $11,596-97.0% |