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 | $225,970 | $156,846+44.1% | $121,098+86.6% | $139,434+62.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.22% | 1474.56%-1466.3pp | 985.75%-977.5pp | 372.94%-364.7pp |
| Employer contribution / active EE | $7,166 | $5,536+29.4% | $4,164+72.1% | $4,751+50.8% |
| Participant deferral / active EE | $8,000 | $4,844+65.1% | $4,080+96.1% | $6,710+19.2% |
| Admin fee / account holder | $9,587 | $6,946+38.0% | $5,644+69.8% | $11,403-15.9% |