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 | $194,676 | $105,998+83.7% | $92,233+111.1% | $147,584+31.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 1.38% | 50.05%-48.7pp | 176.28%-174.9pp | 578.55%-577.2pp |
| Employer contribution / active EE | $14,200 | $4,333+227.7% | $3,679+285.9% | $4,876+191.2% |
| Participant deferral / active EE | $24,456 | $4,478+446.2% | $3,897+527.6% | $5,439+349.7% |
| Admin fee / account holder | $14,386 | $6,332+127.2% | $5,194+177.0% | $10,885+32.2% |