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 6-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 | $128,066 | $99,918+28.2% | $81,382+57.4% | $145,922-12.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 5.82% | 34.32%-28.5pp | 24.73%-18.9pp | 561.29%-555.5pp |
| Employer contribution / active EE | $5,000 | $2,978+67.9% | $2,463+103.0% | $4,660+7.3% |
| Participant deferral / active EE | $20,000 | $4,605+334.3% | $3,883+415.1% | $6,688+199.1% |
| Admin fee / account holder | $57,668 | $8,212+602.2% | $5,768+899.7% | $13,397+330.5% |