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 | $235,564 | $109,327+115.5% | $89,391+163.5% | $158,922+48.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 1.10% | 345.68%-344.6pp | 245.62%-244.5pp | 302.83%-301.7pp |
| Employer contribution / active EE | $8,123 | $3,170+156.3% | $2,586+214.2% | $4,761+70.6% |
| Participant deferral / active EE | $12,500 | $4,598+171.8% | $3,890+221.3% | $5,982+109.0% |
| Admin fee / account holder | $2,340 | $6,153-62.0% | $4,881-52.1% | $11,246-79.2% |