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 | $33,100 | $150,440-78.0% | $136,294-75.7% | $147,584-77.6% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 9.30% | 1049.08%-1039.8pp | 5155.94%-5146.6pp | 578.55%-569.2pp |
| Employer contribution / active EE | $7,827 | $5,256+48.9% | $4,695+66.7% | $4,876+60.5% |
| Participant deferral / active EE | $5,900 | $6,630-11.0% | $6,247-5.6% | $5,439+8.5% |
| Admin fee / account holder | $106,494 | $10,905+876.5% | $9,243+1052.1% | $10,885+878.3% |