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 | $11,672 | $106,584-89.0% | $101,326-88.5% | $142,382-91.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 10.69% | 36.93%-26.2pp | 36.82%-26.1pp | 217.08%-206.4pp |
| Employer contribution / active EE | $11,308 | $3,956+185.8% | $3,665+208.5% | $4,299+163.0% |
| Participant deferral / active EE | $17,869 | $8,297+115.4% | $7,994+123.5% | $6,507+174.6% |
| Admin fee / account holder | $133,683 | $11,446+1067.9% | $11,185+1095.2% | $12,624+959.0% |