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 | $105,848 | $99,020+6.9% | $86,590+22.2% | $147,584-28.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 3.53% | 1312.34%-1308.8pp | 964.84%-961.3pp | 578.55%-575.0pp |
| Employer contribution / active EE | $2,830 | $3,132-9.7% | $2,839-0.3% | $4,876-42.0% |
| Participant deferral / active EE | $7,935 | $3,972+99.8% | $3,609+119.9% | $5,439+45.9% |
| Admin fee / account holder | $837 | $5,710-85.3% | $4,906-82.9% | $10,885-92.3% |