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 | $188,355 | $168,632+11.7% | $147,614+27.6% | $125,391+50.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -6.89% | 77.65%-84.5pp | 61.98%-68.9pp | 282.22%-289.1pp |
| Employer contribution / active EE | $22,244 | $6,252+255.8% | $5,564+299.7% | $4,866+357.1% |
| Participant deferral / active EE | $7,151 | $5,507+29.9% | $4,895+46.1% | $5,352+33.6% |
| Admin fee / account holder | $7,339 | $13,580-46.0% | $11,611-36.8% | $9,540-23.1% |