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 | $204,306 | $165,335+23.6% | $149,696+36.5% | $158,922+28.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -2.22% | 348.15%-350.4pp | 276.60%-278.8pp | 302.83%-305.0pp |
| Employer contribution / active EE | $18,654 | $5,103+265.6% | $4,644+301.7% | $4,761+291.8% |
| Participant deferral / active EE | $11,179 | $7,181+55.7% | $6,842+63.4% | $5,982+86.9% |
| Admin fee / account holder | $426 | $10,807-96.1% | $9,309-95.4% | $11,246-96.2% |