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 | $157,051 | $154,117+1.9% | $129,995+20.8% | $139,434+12.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 5.13% | 32.48%-27.3pp | -137.18%+142.3pp | 372.94%-367.8pp |
| Employer contribution / active EE | $12,557 | $5,289+137.4% | $4,320+190.7% | $4,751+164.3% |
| Participant deferral / active EE | $7,991 | $6,710+19.1% | $5,820+37.3% | $6,710+19.1% |
| Admin fee / account holder | $1,238 | $14,007-91.2% | $10,614-88.3% | $11,403-89.1% |