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 | $131,855 | $176,662-25.4% | $130,648+0.9% | $152,861-13.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 3.46% | 2692.24%-2688.8pp | 1708.96%-1705.5pp | 345.32%-341.9pp |
| Employer contribution / active EE | $13,500 | $5,742+135.1% | $4,092+229.9% | $4,762+183.5% |
| Participant deferral / active EE | $25,000 | $4,361+473.2% | $3,603+593.9% | $5,850+327.3% |
| Admin fee / account holder | $403,330 | $7,133+5554.6% | $5,464+7280.9% | $11,596+3378.0% |