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 | $148,346 | $74,888+98.1% | $71,209+108.3% | $142,382+4.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.02% | 345.14%-333.1pp | 282.51%-270.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $8,963 | $2,854+214.0% | $2,721+229.4% | $4,299+108.5% |
| Participant deferral / active EE | $13,463 | $4,454+202.2% | $4,175+222.5% | $6,507+106.9% |
| Admin fee / account holder | $22,226 | $5,568+299.2% | $5,349+315.5% | $12,624+76.1% |