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 | $151,641 | $88,751+70.9% | $81,812+85.4% | $145,922+3.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.97% | 1025.40%-1018.4pp | 773.79%-766.8pp | 561.29%-554.3pp |
| Employer contribution / active EE | $2,333 | $3,083-24.4% | $2,912-19.9% | $4,660-49.9% |
| Participant deferral / active EE | $13,883 | $4,643+199.0% | $4,319+221.5% | $6,688+107.6% |
| Admin fee / account holder | $3,616 | $8,415-57.0% | $7,386-51.0% | $13,397-73.0% |