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 | $141,428 | $183,963-23.1% | $162,163-12.8% | $152,861-7.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 2.40% | 150.76%-148.4pp | 115.59%-113.2pp | 345.32%-342.9pp |
| Employer contribution / active EE | $10,505 | $6,371+64.9% | $5,614+87.1% | $4,762+120.6% |
| Participant deferral / active EE | $12,500 | $8,034+55.6% | $7,298+71.3% | $5,850+113.7% |
| Admin fee / account holder | $350 | $13,121-97.3% | $10,843-96.8% | $11,596-97.0% |