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 5-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 | $234,050 | $114,381+104.6% | $107,525+117.7% | $142,382+64.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.61% | 242.71%-231.1pp | 181.32%-169.7pp | 217.08%-205.5pp |
| Employer contribution / active EE | $20,667 | $4,015+414.8% | $3,754+450.6% | $4,299+380.7% |
| Participant deferral / active EE | $22,200 | $5,564+299.0% | $5,116+334.0% | $6,507+241.2% |
| Admin fee / account holder | $1,743 | $9,860-82.3% | $8,919-80.5% | $12,624-86.2% |