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 | $123,329 | $91,538+34.7% | $129,995-5.1% | $75,163+64.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 11.06% | -631.11%+642.2pp | -137.18%+148.2pp | 160.62%-149.6pp |
| Employer contribution / active EE | $3,595 | $2,845+26.4% | $4,320-16.8% | $2,670+34.7% |
| Participant deferral / active EE | $8,411 | $4,341+93.8% | $5,820+44.5% | $4,125+103.9% |
| Admin fee / account holder | $23,807 | $6,790+250.6% | $10,614+124.3% | $5,651+321.3% |