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 | $192,153 | $112,096+71.4% | $95,952+100.3% | $158,922+20.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 3.42% | 171.09%-167.7pp | 91.61%-88.2pp | 302.83%-299.4pp |
| Employer contribution / active EE | $25,422 | $3,198+694.9% | $2,541+900.5% | $4,761+433.9% |
| Participant deferral / active EE | $17,683 | $4,784+269.6% | $4,167+324.4% | $5,982+195.6% |
| Admin fee / account holder | $2,015 | $10,130-80.1% | $6,795-70.4% | $11,246-82.1% |