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 | $80,629 | $60,124+34.1% | $90,404-10.8% | $79,858+1.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 0.40% | 71.94%-71.5pp | 1293.02%-1292.6pp | 31.71%-31.3pp |
| Employer contribution / active EE | $4,510 | $2,068+118.1% | $3,262+38.2% | $2,471+82.5% |
| Participant deferral / active EE | $5,251 | $2,938+78.7% | $3,963+32.5% | $3,740+40.4% |
| Admin fee / account holder | $383 | $3,976-90.4% | $5,611-93.2% | $5,306-92.8% |