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 | $198,535 | $127,386+55.9% | $115,037+72.6% | $125,391+58.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -10.32% | 31.28%-41.6pp | 26.14%-36.5pp | 282.22%-292.5pp |
| Employer contribution / active EE | $5,167 | $5,1660% | $4,608+12.1% | $4,866+6.2% |
| Participant deferral / active EE | $11,023 | $6,423+71.6% | $6,026+82.9% | $5,352+106.0% |
| Admin fee / account holder | $5,415 | $9,516-43.1% | $8,175-33.8% | $9,540-43.2% |