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 | $233,602 | $114,381+104.2% | $107,525+117.3% | $142,382+64.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 8.28% | 242.71%-234.4pp | 181.32%-173.0pp | 217.08%-208.8pp |
| Employer contribution / active EE | $14,520 | $4,015+261.7% | $3,754+286.8% | $4,299+237.7% |
| Participant deferral / active EE | $9,062 | $5,564+62.9% | $5,116+77.1% | $6,507+39.3% |
| Admin fee / account holder | $146,753 | $9,860+1388.4% | $8,919+1545.5% | $12,624+1062.5% |