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 | $179,548 | $176,377+1.8% | $134,143+33.8% | $158,922+13.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 0.84% | 63.63%-62.8pp | 36.33%-35.5pp | 302.83%-302.0pp |
| Employer contribution / active EE | $1,874 | $5,040-62.8% | $3,704-49.4% | $4,761-60.6% |
| Participant deferral / active EE | $5,500 | $4,091+34.4% | $3,499+57.2% | $5,982-8.1% |
| Admin fee / account holder | $324 | $8,718-96.3% | $6,684-95.2% | $11,246-97.1% |