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 | $176,332 | $148,534+18.7% | $135,903+29.7% | $139,434+26.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.95% | 79.19%-70.2pp | 68.23%-59.3pp | 372.94%-364.0pp |
| Employer contribution / active EE | $8,303 | $5,243+58.4% | $4,856+71.0% | $4,751+74.8% |
| Participant deferral / active EE | $0 | $8,100-100.0% | $7,758-100.0% | $6,710-100.0% |
| Admin fee / account holder | $31,743 | $12,400+156.0% | $10,762+195.0% | $11,403+178.4% |