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 | $188,999 | $83,902+125.3% | $167,512+12.8% | $84,808+122.9% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 12.15% | 91.55%-79.4pp | 1615.79%-1603.6pp | 40.90%-28.7pp |
| Employer contribution / active EE | $3,267 | $2,264+44.3% | $3,882-15.8% | $2,631+24.2% |
| Participant deferral / active EE | $6,506 | $4,442+46.5% | $6,405+1.6% | $4,212+54.5% |
| Admin fee / account holder | $40,147 | $7,915+407.2% | $9,769+311.0% | $7,344+446.7% |