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 | $152,008 | $29,660+412.5% | $56,411+169.5% | $80,856+88.0% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 9.60% | 35.23%-25.6pp | 1701.33%-1691.7pp | 35.59%-26.0pp |
| Employer contribution / active EE | $9,328 | $669+1293.7% | $1,039+798.1% | $2,755+238.6% |
| Participant deferral / active EE | $7,274 | $1,226+493.3% | $1,952+272.7% | $4,296+69.3% |
| Admin fee / account holder | $2,604 | $2,428+7.3% | $2,829-7.9% | $6,918-62.4% |