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 | $199,590 | $179,726+11.1% | $156,263+27.7% | $142,382+40.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 2.17% | 77.86%-75.7pp | 59.47%-57.3pp | 217.08%-214.9pp |
| Employer contribution / active EE | $3,209 | $5,069-36.7% | $4,333-25.9% | $4,299-25.3% |
| Participant deferral / active EE | $12,530 | $6,956+80.1% | $6,158+103.5% | $6,507+92.6% |
| Admin fee / account holder | $320,043 | $17,272+1752.9% | $14,255+2145.2% | $12,624+2435.3% |