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 | $65,628 | $88,751-26.1% | $81,812-19.8% | $145,922-55.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.10% | 1025.40%-1017.3pp | 773.79%-765.7pp | 561.29%-553.2pp |
| Employer contribution / active EE | $2,952 | $3,083-4.3% | $2,912+1.4% | $4,660-36.6% |
| Participant deferral / active EE | $12,974 | $4,643+179.4% | $4,319+200.4% | $6,688+94.0% |
| Admin fee / account holder | $71,344 | $8,415+747.8% | $7,386+865.9% | $13,397+432.5% |