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 | $226,603 | $105,998+113.8% | $92,233+145.7% | $147,584+53.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.80% | 50.05%-43.2pp | 176.28%-169.5pp | 578.55%-571.7pp |
| Employer contribution / active EE | $8,342 | $4,333+92.5% | $3,679+126.7% | $4,876+71.1% |
| Participant deferral / active EE | $6,090 | $4,478+36.0% | $3,897+56.3% | $5,439+12.0% |
| Admin fee / account holder | $69,888 | $6,332+1003.7% | $5,194+1245.7% | $10,885+542.0% |