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 | $103,828 | $102,604+1.2% | $86,188+20.5% | $139,434-25.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 3.06% | 1922.51%-1919.5pp | 1168.45%-1165.4pp | 372.94%-369.9pp |
| Employer contribution / active EE | $3,006 | $3,032-0.9% | $2,380+26.3% | $4,751-36.7% |
| Participant deferral / active EE | $3,250 | $4,676-30.5% | $3,985-18.5% | $6,710-51.6% |
| Admin fee / account holder | $1,731 | $8,657-80.0% | $6,852-74.7% | $11,403-84.8% |