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 | $150,091 | $96,305+55.8% | $80,569+86.3% | $139,434+7.6% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 2.84% | 1350.08%-1347.2pp | 935.43%-932.6pp | 372.94%-370.1pp |
| Employer contribution / active EE | $4,261 | $3,262+30.6% | $2,723+56.5% | $4,751-10.3% |
| Participant deferral / active EE | $12,000 | $5,232+129.4% | $4,447+169.8% | $6,710+78.8% |
| Admin fee / account holder | $126,703 | $6,599+1820.2% | $5,377+2256.3% | $11,403+1011.2% |