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 | $85,500 | $171,865-50.3% | $149,718-42.9% | $147,584-42.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 5.74% | 2113.22%-2107.5pp | 1501.63%-1495.9pp | 578.55%-572.8pp |
| Employer contribution / active EE | $16,815 | $6,275+168.0% | $5,445+208.8% | $4,876+244.8% |
| Participant deferral / active EE | $8,000 | $7,271+10.0% | $6,569+21.8% | $5,439+47.1% |
| Admin fee / account holder | $16,544 | $13,799+19.9% | $11,283+46.6% | $10,885+52.0% |