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 | $110,665 | $150,187-26.3% | $120,354-8.1% | $145,922-24.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 5.09% | 154.07%-149.0pp | 107.15%-102.1pp | 561.29%-556.2pp |
| Employer contribution / active EE | $11,635 | $4,348+167.6% | $3,463+236.0% | $4,660+149.7% |
| Participant deferral / active EE | $7,440 | $6,173+20.5% | $4,991+49.1% | $6,688+11.2% |
| Admin fee / account holder | $17,694 | $12,207+44.9% | $9,423+87.8% | $13,397+32.1% |