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 | $197,644 | $165,984+19.1% | $164,813+19.9% | $145,922+35.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.07% | 100.03%-95.0pp | 69.93%-64.9pp | 561.29%-556.2pp |
| Employer contribution / active EE | $3,933 | $5,273-25.4% | $4,341-9.4% | $4,660-15.6% |
| Participant deferral / active EE | $9,995 | $6,959+43.6% | $6,031+65.7% | $6,688+49.4% |
| Admin fee / account holder | $602,710 | $16,648+3520.4% | $12,690+4649.5% | $13,397+4398.9% |