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 | $112,163 | $171,865-34.7% | $149,718-25.1% | $147,584-24.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 4.53% | 2113.22%-2108.7pp | 1501.63%-1497.1pp | 578.55%-574.0pp |
| Employer contribution / active EE | $7,325 | $6,275+16.7% | $5,445+34.5% | $4,876+50.2% |
| Participant deferral / active EE | $8,876 | $7,271+22.1% | $6,569+35.1% | $5,439+63.2% |
| Admin fee / account holder | $836 | $13,799-93.9% | $11,283-92.6% | $10,885-92.3% |