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 | $15,793 | $74,888-78.9% | $71,209-77.8% | $142,382-88.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 7.89% | 345.14%-337.2pp | 282.51%-274.6pp | 217.08%-209.2pp |
| Employer contribution / active EE | $18,345 | $2,854+542.7% | $2,721+574.2% | $4,299+326.7% |
| Participant deferral / active EE | $30,397 | $4,454+582.4% | $4,175+628.0% | $6,507+367.1% |
| Admin fee / account holder | $229,098 | $5,568+4014.3% | $5,349+4183.2% | $12,624+1714.8% |