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 | $156,922 | $114,047+37.6% | $96,139+63.2% | $167,490-6.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 7.64% | 189.88%-182.2pp | 191.94%-184.3pp | 478.56%-470.9pp |
| Employer contribution / active EE | $9,719 | $3,427+183.6% | $2,797+247.5% | $4,837+100.9% |
| Participant deferral / active EE | $12,991 | $5,194+150.1% | $4,349+198.7% | $6,341+104.9% |
| Admin fee / account holder | $1,575 | $6,897-77.2% | $5,537-71.6% | $12,309-87.2% |