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 | $194,554 | $114,381+70.1% | $107,525+80.9% | $142,382+36.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 8.59% | 242.71%-234.1pp | 181.32%-172.7pp | 217.08%-208.5pp |
| Employer contribution / active EE | $4,172 | $4,015+3.9% | $3,754+11.2% | $4,299-3.0% |
| Participant deferral / active EE | $10,581 | $5,564+90.2% | $5,116+106.8% | $6,507+62.6% |
| Admin fee / account holder | $225,056 | $9,860+2182.5% | $8,919+2423.4% | $12,624+1682.8% |