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 | $120,593 | $150,440-19.8% | $136,294-11.5% | $147,584-18.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.80% | 1049.08%-1039.3pp | 5155.94%-5146.1pp | 578.55%-568.8pp |
| Employer contribution / active EE | $9,072 | $5,256+72.6% | $4,695+93.2% | $4,876+86.0% |
| Participant deferral / active EE | $6,067 | $6,630-8.5% | $6,247-2.9% | $5,439+11.5% |
| Admin fee / account holder | $3,046 | $10,905-72.1% | $9,243-67.1% | $10,885-72.0% |