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 | $182,295 | $105,998+72.0% | $92,233+97.6% | $147,584+23.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.62% | 50.05%-40.4pp | 176.28%-166.7pp | 578.55%-568.9pp |
| Employer contribution / active EE | $14,714 | $4,333+239.6% | $3,679+299.9% | $4,876+201.7% |
| Participant deferral / active EE | $7,030 | $4,478+57.0% | $3,897+80.4% | $5,439+29.3% |
| Admin fee / account holder | $1,457 | $6,332-77.0% | $5,194-72.0% | $10,885-86.6% |