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 8-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 | $168,843 | $150,440+12.2% | $136,294+23.9% | $147,584+14.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.46% | 1049.08%-1042.6pp | 5155.94%-5149.5pp | 578.55%-572.1pp |
| Employer contribution / active EE | $2,411 | $5,256-54.1% | $4,695-48.6% | $4,876-50.6% |
| Participant deferral / active EE | $7,450 | $6,630+12.4% | $6,247+19.3% | $5,439+37.0% |
| Admin fee / account holder | $266,101 | $10,905+2340.1% | $9,243+2778.8% | $10,885+2344.6% |