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 | $149,584 | $83,902+78.3% | $167,512-10.7% | $84,808+76.4% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 13.04% | 91.55%-78.5pp | 1615.79%-1602.8pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,823 | $2,264+68.9% | $3,882-1.5% | $2,631+45.3% |
| Participant deferral / active EE | $9,524 | $4,442+114.4% | $6,405+48.7% | $4,212+126.1% |
| Admin fee / account holder | $10,534 | $7,915+33.1% | $9,769+7.8% | $7,344+43.4% |