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 9-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 | $22,827 | $228,332-90.0% | $185,823-87.7% | $158,922-85.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 0.11% | 40.80%-40.7pp | 35.95%-35.8pp | 302.83%-302.7pp |
| Employer contribution / active EE | $20,172 | $4,967+306.2% | $4,087+393.5% | $4,761+323.7% |
| Participant deferral / active EE | $4,336 | $6,415-32.4% | $5,632-23.0% | $5,982-27.5% |
| Admin fee / account holder | $400 | $11,864-96.6% | $9,500-95.8% | $11,246-96.4% |