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 | $51,964 | $102,604-49.4% | $86,188-39.7% | $139,434-62.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 4.69% | 1922.51%-1917.8pp | 1168.45%-1163.8pp | 372.94%-368.3pp |
| Employer contribution / active EE | $2,327 | $3,032-23.3% | $2,380-2.2% | $4,751-51.0% |
| Participant deferral / active EE | $4,301 | $4,676-8.0% | $3,985+7.9% | $6,710-35.9% |
| Admin fee / account holder | $19,541 | $8,657+125.7% | $6,852+185.2% | $11,403+71.4% |