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 | $134,507 | $150,440-10.6% | $136,294-1.3% | $147,584-8.9% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 7.72% | 1049.08%-1041.4pp | 5155.94%-5148.2pp | 578.55%-570.8pp |
| Employer contribution / active EE | $2,172 | $5,256-58.7% | $4,695-53.7% | $4,876-55.5% |
| Participant deferral / active EE | $7,647 | $6,630+15.3% | $6,247+22.4% | $5,439+40.6% |
| Admin fee / account holder | $5,271 | $10,905-51.7% | $9,243-43.0% | $10,885-51.6% |