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 | $192,821 | $114,381+68.6% | $107,525+79.3% | $142,382+35.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 8.12% | 242.71%-234.6pp | 181.32%-173.2pp | 217.08%-209.0pp |
| Employer contribution / active EE | $15,662 | $4,015+290.1% | $3,754+317.3% | $4,299+264.3% |
| Participant deferral / active EE | $8,229 | $5,564+47.9% | $5,116+60.9% | $6,507+26.5% |
| Admin fee / account holder | $3,808 | $9,860-61.4% | $8,919-57.3% | $12,624-69.8% |