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 | $63,526 | $209,411-69.7% | $178,490-64.4% | $158,922-60.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.21% | 188.75%-186.5pp | 151.07%-148.9pp | 302.83%-300.6pp |
| Employer contribution / active EE | $11,063 | $5,706+93.9% | $5,011+120.8% | $4,761+132.3% |
| Participant deferral / active EE | $11,000 | $5,954+84.7% | $5,202+111.5% | $5,982+83.9% |
| Admin fee / account holder | $304 | $17,074-98.2% | $13,984-97.8% | $11,246-97.3% |