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 | $158,687 | $74,888+111.9% | $71,209+122.8% | $142,382+11.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 7.33% | 345.14%-337.8pp | 282.51%-275.2pp | 217.08%-209.8pp |
| Employer contribution / active EE | $13,808 | $2,854+383.8% | $2,721+407.5% | $4,299+221.2% |
| Participant deferral / active EE | $9,120 | $4,454+104.7% | $4,175+118.4% | $6,507+40.2% |
| Admin fee / account holder | $411,014 | $5,568+7281.3% | $5,349+7584.3% | $12,624+3155.9% |