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 | $227,012 | $107,934+110.3% | $91,989+146.8% | $152,861+48.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 6.62% | 89.24%-82.6pp | 69.02%-62.4pp | 345.32%-338.7pp |
| Employer contribution / active EE | $5,686 | $4,210+35.1% | $3,452+64.7% | $4,762+19.4% |
| Participant deferral / active EE | $11,466 | $6,364+80.2% | $5,923+93.6% | $5,850+96.0% |
| Admin fee / account holder | $1,320 | $10,520-87.5% | $7,743-83.0% | $11,596-88.6% |