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 | $65,174 | $202,432-67.8% | $169,368-61.5% | $139,434-53.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 2.86% | 531.74%-528.9pp | 405.60%-402.7pp | 372.94%-370.1pp |
| Employer contribution / active EE | $10,233 | $4,692+118.1% | $4,013+155.0% | $4,751+115.4% |
| Participant deferral / active EE | $8,217 | $6,938+18.4% | $6,221+32.1% | $6,710+22.5% |
| Admin fee / account holder | $5,000 | $10,708-53.3% | $9,003-44.5% | $11,403-56.1% |