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 | $193,755 | $159,901+21.2% | $146,958+31.8% | $145,922+32.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.32% | 98.13%-90.8pp | 418.34%-411.0pp | 561.29%-554.0pp |
| Employer contribution / active EE | $11,524 | $5,286+118.0% | $4,933+133.6% | $4,660+147.3% |
| Participant deferral / active EE | $16,349 | $8,428+94.0% | $8,070+102.6% | $6,688+144.5% |
| Admin fee / account holder | $2,344 | $15,044-84.4% | $12,998-82.0% | $13,397-82.5% |