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 | $143,617 | $150,440-4.5% | $136,294+5.4% | $147,584-2.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.19% | 1049.08%-1038.9pp | 5155.94%-5145.7pp | 578.55%-568.4pp |
| Employer contribution / active EE | $7,000 | $5,256+33.2% | $4,695+49.1% | $4,876+43.6% |
| Participant deferral / active EE | $10,648 | $6,630+60.6% | $6,247+70.5% | $5,439+95.8% |
| Admin fee / account holder | $9,935 | $10,905-8.9% | $9,243+7.5% | $10,885-8.7% |