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 | $110,329 | $114,381-3.5% | $107,525+2.6% | $142,382-22.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 3.57% | 242.71%-239.1pp | 181.32%-177.7pp | 217.08%-213.5pp |
| Employer contribution / active EE | $3,057 | $4,015-23.9% | $3,754-18.6% | $4,299-28.9% |
| Participant deferral / active EE | $5,257 | $5,564-5.5% | $5,116+2.8% | $6,507-19.2% |
| Admin fee / account holder | $392,942 | $9,860+3885.2% | $8,919+4305.8% | $12,624+3012.7% |