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 | $182,548 | $150,187+21.5% | $120,354+51.7% | $145,922+25.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 8.41% | 154.07%-145.7pp | 107.15%-98.7pp | 561.29%-552.9pp |
| Employer contribution / active EE | $13,320 | $4,348+206.4% | $3,463+284.7% | $4,660+185.9% |
| Participant deferral / active EE | $5,974 | $6,173-3.2% | $4,991+19.7% | $6,688-10.7% |
| Admin fee / account holder | $482,458 | $12,207+3852.3% | $9,423+5020.0% | $13,397+3501.2% |