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 | $241,777 | $169,032+43.0% | $129,207+87.1% | $145,922+65.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 4.11% | 14330.11%-14326.0pp | 9417.33%-9413.2pp | 561.29%-557.2pp |
| Employer contribution / active EE | $7,166 | $5,537+29.4% | $4,153+72.6% | $4,660+53.8% |
| Participant deferral / active EE | $8,000 | $4,987+60.4% | $4,168+92.0% | $6,688+19.6% |
| Admin fee / account holder | $10,989 | $9,954+10.4% | $7,715+42.4% | $13,397-18.0% |