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 | $104,475 | $96,635+8.1% | $86,612+20.6% | $139,434-25.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 7.44% | 106.41%-99.0pp | 591.07%-583.6pp | 372.94%-365.5pp |
| Employer contribution / active EE | $5,692 | $3,263+74.4% | $3,022+88.3% | $4,751+19.8% |
| Participant deferral / active EE | $2,846 | $4,836-41.1% | $4,438-35.9% | $6,710-57.6% |
| Admin fee / account holder | $38,489 | $6,408+500.7% | $5,614+585.6% | $11,403+237.5% |