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 | $114,730 | $154,117-25.6% | $129,995-11.7% | $139,434-17.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 8.25% | 32.48%-24.2pp | -137.18%+145.4pp | 372.94%-364.7pp |
| Employer contribution / active EE | $14,000 | $5,289+164.7% | $4,320+224.1% | $4,751+194.7% |
| Participant deferral / active EE | $3,600 | $6,710-46.3% | $5,820-38.1% | $6,710-46.4% |
| Admin fee / account holder | $2,442 | $14,007-82.6% | $10,614-77.0% | $11,403-78.6% |