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 | $101,431 | $98,240+3.2% | $82,313+23.2% | $147,584-31.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 1.54% | 30.85%-29.3pp | 25.88%-24.3pp | 578.55%-577.0pp |
| Employer contribution / active EE | $18,573 | $3,192+481.9% | $2,428+664.9% | $4,876+280.9% |
| Participant deferral / active EE | $5,135 | $4,383+17.1% | $3,706+38.5% | $5,439-5.6% |
| Admin fee / account holder | $54,443 | $8,563+535.8% | $5,608+870.8% | $10,885+400.2% |