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 | $192,459 | $150,440+27.9% | $136,294+41.2% | $147,584+30.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.99% | 1049.08%-1043.1pp | 5155.94%-5149.9pp | 578.55%-572.6pp |
| Employer contribution / active EE | $6,336 | $5,256+20.5% | $4,695+34.9% | $4,876+29.9% |
| Participant deferral / active EE | $19,218 | $6,630+189.8% | $6,247+207.6% | $5,439+253.4% |
| Admin fee / account holder | $31,655 | $10,905+190.3% | $9,243+242.5% | $10,885+190.8% |