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 | $234,734 | $148,534+58.0% | $135,903+72.7% | $139,434+68.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.68% | 79.19%-68.5pp | 68.23%-57.5pp | 372.94%-362.3pp |
| Employer contribution / active EE | $8,335 | $5,243+59.0% | $4,856+71.6% | $4,751+75.4% |
| Participant deferral / active EE | $19,194 | $8,100+137.0% | $7,758+147.4% | $6,710+186.0% |
| Admin fee / account holder | $192,113 | $12,400+1449.3% | $10,762+1685.1% | $11,403+1584.8% |