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 | $234,213 | $100,852+132.2% | $90,404+159.1% | $158,922+47.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.03% | 1724.20%-1720.2pp | 1293.02%-1289.0pp | 302.83%-298.8pp |
| Employer contribution / active EE | $12,698 | $3,689+244.3% | $3,262+289.3% | $4,761+166.7% |
| Participant deferral / active EE | $6,881 | $4,348+58.3% | $3,963+73.6% | $5,982+15.0% |
| Admin fee / account holder | $18,363 | $6,501+182.5% | $5,611+227.3% | $11,246+63.3% |