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 | $158,421 | $99,020+60.0% | $86,590+83.0% | $147,584+7.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.40% | 1312.34%-1304.9pp | 964.84%-957.4pp | 578.55%-571.1pp |
| Employer contribution / active EE | $19,546 | $3,132+524.1% | $2,839+588.4% | $4,876+300.8% |
| Participant deferral / active EE | $4,155 | $3,972+4.6% | $3,609+15.1% | $5,439-23.6% |
| Admin fee / account holder | $5,292 | $5,710-7.3% | $4,906+7.9% | $10,885-51.4% |