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 | $81,513 | $106,890-23.7% | $84,015-3.0% | $152,861-46.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 2.41% | 104.99%-102.6pp | 71.31%-68.9pp | 345.32%-342.9pp |
| Employer contribution / active EE | $12,179 | $2,734+345.4% | $1,983+514.1% | $4,762+155.7% |
| Participant deferral / active EE | $2,566 | $4,011-36.0% | $3,239-20.8% | $5,850-56.1% |
| Admin fee / account holder | $1,721 | $8,285-79.2% | $6,101-71.8% | $11,596-85.2% |