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 | $191,217 | $88,751+115.5% | $81,812+133.7% | $145,922+31.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.55% | 1025.40%-1016.9pp | 773.79%-765.2pp | 561.29%-552.7pp |
| Employer contribution / active EE | $11,855 | $3,083+284.5% | $2,912+307.1% | $4,660+154.4% |
| Participant deferral / active EE | $14,328 | $4,643+208.6% | $4,319+231.8% | $6,688+114.2% |
| Admin fee / account holder | $10,288 | $8,415+22.3% | $7,386+39.3% | $13,397-23.2% |