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 | $102,493 | $150,440-31.9% | $136,294-24.8% | $147,584-30.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.02% | 1049.08%-1040.1pp | 5155.94%-5146.9pp | 578.55%-569.5pp |
| Employer contribution / active EE | $22,332 | $5,256+324.9% | $4,695+375.6% | $4,876+358.0% |
| Participant deferral / active EE | $13,600 | $6,630+105.1% | $6,247+117.7% | $5,439+150.1% |
| Admin fee / account holder | $601 | $10,905-94.5% | $9,243-93.5% | $10,885-94.5% |