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 | $228,310 | $100,852+126.4% | $90,404+152.5% | $158,922+43.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.52% | 1724.20%-1719.7pp | 1293.02%-1288.5pp | 302.83%-298.3pp |
| Employer contribution / active EE | $16,797 | $3,689+355.4% | $3,262+414.9% | $4,761+252.8% |
| Participant deferral / active EE | $9,228 | $4,348+112.2% | $3,963+132.8% | $5,982+54.3% |
| Admin fee / account holder | $30,565 | $6,501+370.2% | $5,611+444.7% | $11,246+171.8% |