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 | $116,810 | $109,327+6.8% | $89,391+30.7% | $158,922-26.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 0.16% | 345.68%-345.5pp | 245.62%-245.5pp | 302.83%-302.7pp |
| Employer contribution / active EE | $573 | $3,170-81.9% | $2,586-77.8% | $4,761-88.0% |
| Participant deferral / active EE | $2,293 | $4,598-50.1% | $3,890-41.1% | $5,982-61.7% |
| Admin fee / account holder | $13,713 | $6,153+122.9% | $4,881+180.9% | $11,246+21.9% |