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 9-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 | $182,310 | $167,484+8.9% | $151,611+20.2% | $134,475+35.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -30.46% | 7.80%-38.3pp | 3.33%-33.8pp | 417.96%-448.4pp |
| Employer contribution / active EE | $20,500 | $6,829+200.2% | $6,166+232.5% | $4,740+332.5% |
| Participant deferral / active EE | $20,500 | $8,986+128.1% | $8,363+145.1% | $6,400+220.3% |
| Admin fee / account holder | $986 | $13,783-92.8% | $11,616-91.5% | $11,426-91.4% |