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 | $128,969 | $104,664+23.2% | $85,682+50.5% | $167,490-23.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 3.19% | 21.45%-18.3pp | 21.49%-18.3pp | 478.56%-475.4pp |
| Employer contribution / active EE | $15,322 | $3,337+359.2% | $2,618+485.2% | $4,837+216.7% |
| Participant deferral / active EE | $8,021 | $4,824+66.3% | $3,923+104.5% | $6,341+26.5% |
| Admin fee / account holder | $196,824 | $10,032+1862.0% | $6,873+2763.7% | $12,309+1499.0% |