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 | $96,009 | $95,266+0.8% | $82,389+16.5% | $142,382-32.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 4.63% | 25.74%-21.1pp | 28.67%-24.0pp | 217.08%-212.4pp |
| Employer contribution / active EE | $6,838 | $2,991+128.6% | $2,517+171.7% | $4,299+59.1% |
| Participant deferral / active EE | $2,877 | $4,809-40.2% | $4,155-30.8% | $6,507-55.8% |
| Admin fee / account holder | $189,231 | $8,563+2109.7% | $7,231+2517.1% | $12,624+1399.0% |