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 | $101,749 | $70,669+44.0% | $169,368-39.9% | $75,163+35.4% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 9.66% | 36.36%-26.7pp | 405.60%-395.9pp | 160.62%-151.0pp |
| Employer contribution / active EE | $8,020 | $2,211+262.8% | $4,013+99.9% | $2,670+200.4% |
| Participant deferral / active EE | $6,338 | $4,311+47.0% | $6,221+1.9% | $4,125+53.6% |
| Admin fee / account holder | $27,662 | $5,402+412.0% | $9,003+207.3% | $5,651+389.5% |