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 | $154,598 | $114,047+35.6% | $96,139+60.8% | $167,490-7.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 8.22% | 189.88%-181.7pp | 191.94%-183.7pp | 478.56%-470.3pp |
| Employer contribution / active EE | $4,436 | $3,427+29.4% | $2,797+58.6% | $4,837-8.3% |
| Participant deferral / active EE | $13,950 | $5,194+168.6% | $4,349+220.8% | $6,341+120.0% |
| Admin fee / account holder | $2,592 | $6,897-62.4% | $5,537-53.2% | $12,309-78.9% |