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 | $150,893 | $100,852+49.6% | $90,404+66.9% | $158,922-5.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.35% | 1724.20%-1719.9pp | 1293.02%-1288.7pp | 302.83%-298.5pp |
| Employer contribution / active EE | $3,331 | $3,689-9.7% | $3,262+2.1% | $4,761-30.0% |
| Participant deferral / active EE | $16,300 | $4,348+274.9% | $3,963+311.3% | $5,982+172.5% |
| Admin fee / account holder | $994 | $6,501-84.7% | $5,611-82.3% | $11,246-91.2% |