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 | $191,136 | $112,096+70.5% | $95,952+99.2% | $158,922+20.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 3.88% | 171.09%-167.2pp | 91.61%-87.7pp | 302.83%-298.9pp |
| Employer contribution / active EE | $2,992 | $3,198-6.4% | $2,541+17.7% | $4,761-37.2% |
| Participant deferral / active EE | $3,696 | $4,784-22.7% | $4,167-11.3% | $5,982-38.2% |
| Admin fee / account holder | $2,224 | $10,130-78.1% | $6,795-67.3% | $11,246-80.2% |