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 8-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 | $29,666 | $88,751-66.6% | $81,812-63.7% | $145,922-79.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.65% | 1025.40%-1016.8pp | 773.79%-765.1pp | 561.29%-552.6pp |
| Employer contribution / active EE | $5,891 | $3,083+91.0% | $2,912+102.3% | $4,660+26.4% |
| Participant deferral / active EE | $6,042 | $4,643+30.1% | $4,319+39.9% | $6,688-9.7% |
| Admin fee / account holder | $8,126 | $8,415-3.4% | $7,386+10.0% | $13,397-39.3% |