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 | $159,349 | $110,257+44.5% | $96,544+65.1% | $139,434+14.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 0.25% | 26.32%-26.1pp | 25.84%-25.6pp | 372.94%-372.7pp |
| Employer contribution / active EE | $1,721 | $3,620-52.5% | $2,965-42.0% | $4,751-63.8% |
| Participant deferral / active EE | $2,766 | $5,548-50.2% | $4,851-43.0% | $6,710-58.8% |
| Admin fee / account holder | $1,167 | $11,591-89.9% | $8,252-85.9% | $11,403-89.8% |