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 | $148,593 | $135,952+9.3% | $123,892+19.9% | $273,961-45.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -11.29% | 56.63%-67.9pp | 47.52%-58.8pp | 41.45%-52.7pp |
| Employer contribution / active EE | $20,862 | $5,170+303.5% | $4,617+351.9% | $4,869+328.5% |
| Participant deferral / active EE | $13,020 | $6,343+105.3% | $5,984+117.6% | $5,287+146.3% |
| Admin fee / account holder | $8,033 | $9,817-18.2% | $8,357-3.9% | $10,132-20.7% |