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 | $245,033 | $114,381+114.2% | $107,525+127.9% | $142,382+72.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.80% | 242.71%-231.9pp | 181.32%-170.5pp | 217.08%-206.3pp |
| Employer contribution / active EE | $5,036 | $4,015+25.4% | $3,754+34.2% | $4,299+17.1% |
| Participant deferral / active EE | $11,670 | $5,564+109.7% | $5,116+128.1% | $6,507+79.3% |
| Admin fee / account holder | $78,001 | $9,860+691.1% | $8,919+774.6% | $12,624+517.9% |