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 | $126,418 | $106,890+18.3% | $84,015+50.5% | $152,861-17.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 3.35% | 104.99%-101.6pp | 71.31%-68.0pp | 345.32%-342.0pp |
| Employer contribution / active EE | $11,492 | $2,734+320.3% | $1,983+479.4% | $4,762+141.3% |
| Participant deferral / active EE | $7,300 | $4,011+82.0% | $3,239+125.4% | $5,850+24.8% |
| Admin fee / account holder | $5,840 | $8,285-29.5% | $6,101-4.3% | $11,596-49.6% |