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 | $105,010 | $202,432-48.1% | $169,368-38.0% | $139,434-24.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 1.63% | 531.74%-530.1pp | 405.60%-404.0pp | 372.94%-371.3pp |
| Employer contribution / active EE | $1,209 | $4,692-74.2% | $4,013-69.9% | $4,751-74.6% |
| Participant deferral / active EE | $14,876 | $6,938+114.4% | $6,221+139.1% | $6,710+121.7% |
| Admin fee / account holder | $1,106 | $10,708-89.7% | $9,003-87.7% | $11,403-90.3% |