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 | $235,114 | $150,440+56.3% | $136,294+72.5% | $147,584+59.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.25% | 1049.08%-1038.8pp | 5155.94%-5145.7pp | 578.55%-568.3pp |
| Employer contribution / active EE | $8,524 | $5,256+62.2% | $4,695+81.5% | $4,876+74.8% |
| Participant deferral / active EE | $10,862 | $6,630+63.8% | $6,247+73.9% | $5,439+99.7% |
| Admin fee / account holder | $902 | $10,905-91.7% | $9,243-90.2% | $10,885-91.7% |