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 | $172,442 | $102,604+68.1% | $86,188+100.1% | $139,434+23.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 6.30% | 1922.51%-1916.2pp | 1168.45%-1162.1pp | 372.94%-366.6pp |
| Employer contribution / active EE | $12,500 | $3,032+312.2% | $2,380+425.2% | $4,751+163.1% |
| Participant deferral / active EE | $7,801 | $4,676+66.8% | $3,985+95.7% | $6,710+16.3% |
| Admin fee / account holder | $100,259 | $8,657+1058.2% | $6,852+1363.3% | $11,403+779.3% |