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 | $183,394 | $105,998+73.0% | $92,233+98.8% | $147,584+24.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.90% | 50.05%-42.1pp | 176.28%-168.4pp | 578.55%-570.6pp |
| Employer contribution / active EE | $4,902 | $4,333+13.1% | $3,679+33.2% | $4,876+0.5% |
| Participant deferral / active EE | $5,201 | $4,478+16.2% | $3,897+33.5% | $5,439-4.4% |
| Admin fee / account holder | $19,277 | $6,332+204.4% | $5,194+271.2% | $10,885+77.1% |