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 | $186,486 | $84,696+120.2% | $75,696+146.4% | $167,490+11.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 8.47% | 199.36%-190.9pp | 104.53%-96.1pp | 478.56%-470.1pp |
| Employer contribution / active EE | $5,012 | $3,230+55.2% | $2,743+82.8% | $4,837+3.6% |
| Participant deferral / active EE | $11,843 | $4,580+158.6% | $3,821+209.9% | $6,341+86.8% |
| Admin fee / account holder | $1,029 | $5,355-80.8% | $3,619-71.6% | $12,309-91.6% |