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 | $246,626 | $114,381+115.6% | $107,525+129.4% | $142,382+73.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 6.92% | 242.71%-235.8pp | 181.32%-174.4pp | 217.08%-210.2pp |
| Employer contribution / active EE | $2,859 | $4,015-28.8% | $3,754-23.8% | $4,299-33.5% |
| Participant deferral / active EE | $6,728 | $5,564+20.9% | $5,116+31.5% | $6,507+3.4% |
| Admin fee / account holder | $197,483 | $9,860+1902.9% | $8,919+2114.3% | $12,624+1464.4% |