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 | $120,917 | $99,020+22.1% | $86,590+39.6% | $147,584-18.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.12% | 1312.34%-1305.2pp | 964.84%-957.7pp | 578.55%-571.4pp |
| Employer contribution / active EE | $2,653 | $3,132-15.3% | $2,839-6.6% | $4,876-45.6% |
| Participant deferral / active EE | $3,125 | $3,972-21.3% | $3,609-13.4% | $5,439-42.6% |
| Admin fee / account holder | $16,614 | $5,710+190.9% | $4,906+238.7% | $10,885+52.6% |