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 9-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 | $118,178 | $118,680-0.4% | $98,907+19.5% | $158,922-25.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 3.79% | 372.35%-368.6pp | 196.43%-192.6pp | 302.83%-299.0pp |
| Employer contribution / active EE | $1,087 | $3,333-67.4% | $2,689-59.6% | $4,761-77.2% |
| Participant deferral / active EE | $1,348 | $5,088-73.5% | $4,244-68.2% | $5,982-77.5% |
| Admin fee / account holder | $59,153 | $10,131+483.9% | $6,642+790.6% | $11,246+426.0% |