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 | $53,310 | $150,440-64.6% | $136,294-60.9% | $147,584-63.9% |
| Participation rate | 86.4% | 84.4%+1.9pp | 81.9%+4.4pp | 82.8%+3.5pp |
| Annual return | 10.14% | 1049.08%-1038.9pp | 5155.94%-5145.8pp | 578.55%-568.4pp |
| Employer contribution / active EE | $2,276 | $5,256-56.7% | $4,695-51.5% | $4,876-53.3% |
| Participant deferral / active EE | $10,417 | $6,630+57.1% | $6,247+66.8% | $5,439+91.5% |
| Admin fee / account holder | $35,246 | $10,905+223.2% | $9,243+281.3% | $10,885+223.8% |