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 | $60,428 | $124,185-51.3% | $108,410-44.3% | $167,490-63.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 7.52% | 1379.64%-1372.1pp | 905.27%-897.8pp | 478.56%-471.0pp |
| Employer contribution / active EE | $2,379 | $4,187-43.2% | $3,558-33.1% | $4,837-50.8% |
| Participant deferral / active EE | $12,765 | $6,908+84.8% | $6,563+94.5% | $6,341+101.3% |
| Admin fee / account holder | $1,650 | $9,455-82.6% | $7,295-77.4% | $12,309-86.6% |