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 | $70,146 | $88,751-21.0% | $81,812-14.3% | $145,922-51.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.77% | 1025.40%-1018.6pp | 773.79%-767.0pp | 561.29%-554.5pp |
| Employer contribution / active EE | $10,007 | $3,083+224.5% | $2,912+243.6% | $4,660+114.8% |
| Participant deferral / active EE | $5,223 | $4,643+12.5% | $4,319+20.9% | $6,688-21.9% |
| Admin fee / account holder | $63,860 | $8,415+658.9% | $7,386+764.6% | $13,397+376.7% |