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 | $116,688 | $227,553-48.7% | $189,557-38.4% | $167,490-30.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 4.10% | 78.40%-74.3pp | 64.17%-60.1pp | 478.56%-474.5pp |
| Employer contribution / active EE | $14,970 | $5,316+181.6% | $4,412+239.3% | $4,837+209.4% |
| Participant deferral / active EE | $1,500 | $7,002-78.6% | $6,174-75.7% | $6,341-76.3% |
| Admin fee / account holder | $372 | $11,878-96.9% | $9,807-96.2% | $12,309-97.0% |