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 | $9,183 | $74,888-87.7% | $71,209-87.1% | $142,382-93.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 5.00% | 345.14%-340.1pp | 282.51%-277.5pp | 217.08%-212.1pp |
| Employer contribution / active EE | $6,167 | $2,854+116.0% | $2,721+126.6% | $4,299+43.4% |
| Participant deferral / active EE | $2,208 | $4,454-50.4% | $4,175-47.1% | $6,507-66.1% |
| Admin fee / account holder | $47,163 | $5,568+747.0% | $5,349+781.8% | $12,624+273.6% |