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 | $80,318 | $107,934-25.6% | $91,989-12.7% | $152,861-47.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 8.34% | 89.24%-80.9pp | 69.02%-60.7pp | 345.32%-337.0pp |
| Employer contribution / active EE | $8,683 | $4,210+106.3% | $3,452+151.6% | $4,762+82.3% |
| Participant deferral / active EE | $13,108 | $6,364+106.0% | $5,923+121.3% | $5,850+124.1% |
| Admin fee / account holder | $367 | $10,520-96.5% | $7,743-95.3% | $11,596-96.8% |