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 | $185,928 | $153,311+21.3% | $109,313+70.1% | $273,961-32.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -1.83% | 29.86%-31.7pp | 22.07%-23.9pp | 41.45%-43.3pp |
| Employer contribution / active EE | $10,688 | $5,619+90.2% | $3,892+174.6% | $4,869+119.5% |
| Participant deferral / active EE | $14,500 | $3,932+268.8% | $3,166+357.9% | $5,287+174.3% |
| Admin fee / account holder | $407 | $8,076-95.0% | $5,666-92.8% | $10,132-96.0% |