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 | $149,718 | $155,788-3.9% | $124,672+20.1% | $167,490-10.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 5.29% | 17.97%-12.7pp | 5142.93%-5137.6pp | 478.56%-473.3pp |
| Employer contribution / active EE | $10,147 | $4,163+143.7% | $3,324+205.3% | $4,837+109.8% |
| Participant deferral / active EE | $3,948 | $5,673-30.4% | $4,614-14.4% | $6,341-37.7% |
| Admin fee / account holder | $2,550 | $9,531-73.2% | $7,493-66.0% | $12,309-79.3% |