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 | $171,203 | $105,998+61.5% | $92,233+85.6% | $147,584+16.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.37% | 50.05%-41.7pp | 176.28%-167.9pp | 578.55%-570.2pp |
| Employer contribution / active EE | $3,970 | $4,333-8.4% | $3,679+7.9% | $4,876-18.6% |
| Participant deferral / active EE | $11,163 | $4,478+149.3% | $3,897+186.5% | $5,439+105.3% |
| Admin fee / account holder | $10,648 | $6,332+68.2% | $5,194+105.0% | $10,885-2.2% |