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 | $125,347 | $85,022+47.4% | $70,515+77.8% | $139,434-10.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 6.54% | 30.38%-23.8pp | 32.77%-26.2pp | 372.94%-366.4pp |
| Employer contribution / active EE | $19,584 | $3,909+401.0% | $2,973+558.6% | $4,751+312.2% |
| Participant deferral / active EE | $11,067 | $5,890+87.9% | $4,567+142.3% | $6,710+64.9% |
| Admin fee / account holder | $23,505 | $8,906+163.9% | $6,412+266.6% | $11,403+106.1% |