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 | $206,018 | $165,335+24.6% | $149,696+37.6% | $158,922+29.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.84% | 348.15%-347.3pp | 276.60%-275.8pp | 302.83%-302.0pp |
| Employer contribution / active EE | $22,527 | $5,103+341.5% | $4,644+385.0% | $4,761+373.1% |
| Participant deferral / active EE | $11,167 | $7,181+55.5% | $6,842+63.2% | $5,982+86.7% |
| Admin fee / account holder | $213,355 | $10,807+1874.3% | $9,309+2192.0% | $11,246+1797.2% |