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 | $112,784 | $114,381-1.4% | $107,525+4.9% | $142,382-20.8% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 6.36% | 242.71%-236.3pp | 181.32%-175.0pp | 217.08%-210.7pp |
| Employer contribution / active EE | $2,653 | $4,015-33.9% | $3,754-29.3% | $4,299-38.3% |
| Participant deferral / active EE | $12,691 | $5,564+128.1% | $5,116+148.1% | $6,507+95.0% |
| Admin fee / account holder | $213,078 | $9,860+2061.0% | $8,919+2289.1% | $12,624+1587.9% |