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 | $138,560 | $107,934+28.4% | $91,989+50.6% | $152,861-9.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 5.62% | 89.24%-83.6pp | 69.02%-63.4pp | 345.32%-339.7pp |
| Employer contribution / active EE | $12,500 | $4,210+196.9% | $3,452+262.1% | $4,762+162.5% |
| Participant deferral / active EE | $7,245 | $6,364+13.8% | $5,923+22.3% | $5,850+23.8% |
| Admin fee / account holder | $1,184 | $10,520-88.7% | $7,743-84.7% | $11,596-89.8% |