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 | $228,082 | $150,440+51.6% | $136,294+67.3% | $147,584+54.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 2.93% | 1049.08%-1046.2pp | 5155.94%-5153.0pp | 578.55%-575.6pp |
| Employer contribution / active EE | $8,290 | $5,256+57.7% | $4,695+76.5% | $4,876+70.0% |
| Participant deferral / active EE | $9,770 | $6,630+47.4% | $6,247+56.4% | $5,439+79.6% |
| Admin fee / account holder | $763,872 | $10,905+6904.6% | $9,243+8164.0% | $10,885+6917.5% |