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 | $112,459 | $90,503+24.3% | $78,689+42.9% | $273,961-59.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -0.99% | 75.60%-76.6pp | 62.18%-63.2pp | 41.45%-42.4pp |
| Employer contribution / active EE | $12,847 | $3,176+304.5% | $2,851+350.7% | $4,869+163.9% |
| Participant deferral / active EE | $12,256 | $3,901+214.2% | $3,517+248.5% | $5,287+131.8% |
| Admin fee / account holder | $633 | $5,263-88.0% | $4,510-86.0% | $10,132-93.7% |