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 | $105,093 | $90,348+16.3% | $75,972+38.3% | $145,922-28.0% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 4.17% | 620.88%-616.7pp | 359.55%-355.4pp | 561.29%-557.1pp |
| Employer contribution / active EE | $764 | $3,311-76.9% | $2,685-71.6% | $4,660-83.6% |
| Participant deferral / active EE | $2,246 | $5,162-56.5% | $4,255-47.2% | $6,688-66.4% |
| Admin fee / account holder | $115,445 | $8,467+1263.5% | $6,467+1685.2% | $13,397+761.7% |