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 | $83,601 | $70,756+18.2% | $65,493+27.6% | $142,382-41.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 8.44% | 1754.89%-1746.5pp | 982.45%-974.0pp | 217.08%-208.6pp |
| Employer contribution / active EE | $9,169 | $2,881+218.3% | $2,574+256.2% | $4,299+113.3% |
| Participant deferral / active EE | $0 | $4,637-100.0% | $3,961-100.0% | $6,507-100.0% |
| Admin fee / account holder | $16,238 | $6,559+147.6% | $5,028+222.9% | $12,624+28.6% |