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 | $189,740 | $99,020+91.6% | $86,590+119.1% | $147,584+28.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.00% | 1312.34%-1305.3pp | 964.84%-957.8pp | 578.55%-571.5pp |
| Employer contribution / active EE | $9,633 | $3,132+207.6% | $2,839+239.3% | $4,876+97.5% |
| Participant deferral / active EE | $8,104 | $3,972+104.0% | $3,609+124.6% | $5,439+49.0% |
| Admin fee / account holder | $16,954 | $5,710+196.9% | $4,906+245.6% | $10,885+55.8% |