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 | $199,795 | $159,901+24.9% | $146,958+36.0% | $145,922+36.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.05% | 98.13%-91.1pp | 418.34%-411.3pp | 561.29%-554.2pp |
| Employer contribution / active EE | $3,467 | $5,286-34.4% | $4,933-29.7% | $4,660-25.6% |
| Participant deferral / active EE | $16,767 | $8,428+98.9% | $8,070+107.8% | $6,688+150.7% |
| Admin fee / account holder | $204,353 | $15,044+1258.4% | $12,998+1472.2% | $13,397+1425.4% |