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 | $163,237 | $175,202-6.8% | $149,673+9.1% | $139,434+17.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3.82% | 166.71%-162.9pp | 134.42%-130.6pp | 372.94%-369.1pp |
| Employer contribution / active EE | $10,990 | $5,474+100.8% | $4,818+128.1% | $4,751+131.3% |
| Participant deferral / active EE | $13,005 | $6,519+99.5% | $5,680+129.0% | $6,710+93.8% |
| Admin fee / account holder | $1,479 | $16,150-90.8% | $13,210-88.8% | $11,403-87.0% |