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 | $175,996 | $96,635+82.1% | $86,612+103.2% | $139,434+26.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 4.10% | 106.41%-102.3pp | 591.07%-587.0pp | 372.94%-368.8pp |
| Employer contribution / active EE | $11,330 | $3,263+247.2% | $3,022+274.9% | $4,751+138.5% |
| Participant deferral / active EE | $8,639 | $4,836+78.6% | $4,438+94.7% | $6,710+28.7% |
| Admin fee / account holder | $66,975 | $6,408+945.2% | $5,614+1093.0% | $11,403+487.4% |