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 | $200,317 | $112,096+78.7% | $95,952+108.8% | $158,922+26.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 0.10% | 171.09%-171.0pp | 91.61%-91.5pp | 302.83%-302.7pp |
| Employer contribution / active EE | $1,758 | $3,198-45.0% | $2,541-30.8% | $4,761-63.1% |
| Participant deferral / active EE | $4,939 | $4,784+3.3% | $4,167+18.5% | $5,982-17.4% |
| Admin fee / account holder | $16,234 | $10,130+60.2% | $6,795+138.9% | $11,246+44.4% |