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 | $165,288 | $209,411-21.1% | $178,490-7.4% | $158,922+4.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.70% | 188.75%-184.1pp | 151.07%-146.4pp | 302.83%-298.1pp |
| Employer contribution / active EE | $1,612 | $5,706-71.8% | $5,011-67.8% | $4,761-66.1% |
| Participant deferral / active EE | $5,712 | $5,954-4.1% | $5,202+9.8% | $5,982-4.5% |
| Admin fee / account holder | $4,262 | $17,074-75.0% | $13,984-69.5% | $11,246-62.1% |