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 | $84,967 | $109,817-22.6% | $98,442-13.7% | $167,490-49.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.94% | 1956.69%-1948.7pp | 1492.73%-1484.8pp | 478.56%-470.6pp |
| Employer contribution / active EE | $7,776 | $3,224+141.2% | $2,960+162.7% | $4,837+60.8% |
| Participant deferral / active EE | $10,400 | $4,673+122.5% | $4,276+143.2% | $6,341+64.0% |
| Admin fee / account holder | $2,018 | $6,753-70.1% | $5,949-66.1% | $12,309-83.6% |