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 | $215,038 | $57,281+275.4% | $86,612+148.3% | $75,163+186.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 11.97% | 2670.75%-2658.8pp | 591.07%-579.1pp | 160.62%-148.6pp |
| Employer contribution / active EE | $17,297 | $2,314+647.4% | $3,022+472.3% | $2,670+547.9% |
| Participant deferral / active EE | $9,754 | $3,318+194.0% | $4,438+119.8% | $4,125+136.5% |
| Admin fee / account holder | $32,493 | $4,112+690.2% | $5,614+478.8% | $5,651+475.0% |