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 | $202,825 | $150,440+34.8% | $136,294+48.8% | $147,584+37.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.38% | 1049.08%-1040.7pp | 5155.94%-5147.6pp | 578.55%-570.2pp |
| Employer contribution / active EE | $15,039 | $5,256+186.1% | $4,695+220.3% | $4,876+208.4% |
| Participant deferral / active EE | $12,386 | $6,630+86.8% | $6,247+98.3% | $5,439+127.7% |
| Admin fee / account holder | $88,565 | $10,905+712.1% | $9,243+858.1% | $10,885+713.6% |