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 | $197,737 | $100,852+96.1% | $90,404+118.7% | $158,922+24.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 2.24% | 1724.20%-1722.0pp | 1293.02%-1290.8pp | 302.83%-300.6pp |
| Employer contribution / active EE | $29,492 | $3,689+699.6% | $3,262+804.1% | $4,761+519.4% |
| Participant deferral / active EE | $35,900 | $4,348+725.7% | $3,963+805.8% | $5,982+500.1% |
| Admin fee / account holder | $215,352 | $6,501+3212.6% | $5,611+3738.1% | $11,246+1815.0% |