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 | $99,024 | $104,974-5.7% | $95,585+3.6% | $142,382-30.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 5.17% | 210.33%-205.2pp | 38.56%-33.4pp | 217.08%-211.9pp |
| Employer contribution / active EE | $6,902 | $2,779+148.4% | $2,527+173.2% | $4,299+60.5% |
| Participant deferral / active EE | $4,664 | $4,352+7.2% | $4,023+15.9% | $6,507-28.3% |
| Admin fee / account holder | $1,144 | $6,386-82.1% | $6,127-81.3% | $12,624-90.9% |