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 | $146,392 | $150,187-2.5% | $120,354+21.6% | $145,922+0.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 3.00% | 154.07%-151.1pp | 107.15%-104.1pp | 561.29%-558.3pp |
| Employer contribution / active EE | $2,449 | $4,348-43.7% | $3,463-29.3% | $4,660-47.5% |
| Participant deferral / active EE | $7,888 | $6,173+27.8% | $4,991+58.0% | $6,688+18.0% |
| Admin fee / account holder | $19,423 | $12,207+59.1% | $9,423+106.1% | $13,397+45.0% |