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 | $133,873 | $100,773+32.8% | $88,946+50.5% | $142,382-6.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 3.23% | 70.18%-66.9pp | 57.82%-54.6pp | 217.08%-213.8pp |
| Employer contribution / active EE | $8,571 | $2,918+193.8% | $2,555+235.5% | $4,299+99.4% |
| Participant deferral / active EE | $2,909 | $5,230-44.4% | $4,581-36.5% | $6,507-55.3% |
| Admin fee / account holder | $411,742 | $9,693+4147.8% | $8,261+4884.2% | $12,624+3161.7% |