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 | $121,331 | $227,553-46.7% | $189,557-36.0% | $167,490-27.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 6.18% | 78.40%-72.2pp | 64.17%-58.0pp | 478.56%-472.4pp |
| Employer contribution / active EE | $7,492 | $5,316+40.9% | $4,412+69.8% | $4,837+54.9% |
| Participant deferral / active EE | $10,255 | $7,002+46.5% | $6,174+66.1% | $6,341+61.7% |
| Admin fee / account holder | $470 | $11,878-96.0% | $9,807-95.2% | $12,309-96.2% |