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 | $79,044 | $71,829+10.0% | $69,780+13.3% | $142,382-44.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 4.67% | 31.01%-26.3pp | 26.31%-21.6pp | 217.08%-212.4pp |
| Employer contribution / active EE | $16,731 | $4,385+281.6% | $4,168+301.4% | $4,299+289.2% |
| Participant deferral / active EE | $3,700 | $6,819-45.7% | $6,164-40.0% | $6,507-43.1% |
| Admin fee / account holder | $180,632 | $7,818+2210.4% | $7,285+2379.5% | $12,624+1330.9% |