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 | $223,532 | $74,888+198.5% | $71,209+213.9% | $142,382+57.0% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 12.04% | 345.14%-333.1pp | 282.51%-270.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $7,541 | $2,854+164.2% | $2,721+177.1% | $4,299+75.4% |
| Participant deferral / active EE | $12,377 | $4,454+177.9% | $4,175+196.4% | $6,507+90.2% |
| Admin fee / account holder | $153,082 | $5,568+2649.1% | $5,349+2762.0% | $12,624+1112.7% |