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 | $120,374 | $140,940-14.6% | $112,229+7.3% | $139,434-13.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 1.86% | 32.71%-30.8pp | 30.20%-28.3pp | 372.94%-371.1pp |
| Employer contribution / active EE | $4,975 | $4,283+16.2% | $3,430+45.0% | $4,751+4.7% |
| Participant deferral / active EE | $17,090 | $5,874+190.9% | $4,798+256.2% | $6,710+154.7% |
| Admin fee / account holder | $302,422 | $9,954+2938.2% | $7,748+3803.0% | $11,403+2552.2% |