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 | $150,127 | $100,852+48.9% | $90,404+66.1% | $158,922-5.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.80% | 1724.20%-1719.4pp | 1293.02%-1288.2pp | 302.83%-298.0pp |
| Employer contribution / active EE | $1,162 | $3,689-68.5% | $3,262-64.4% | $4,761-75.6% |
| Participant deferral / active EE | $2,412 | $4,348-44.5% | $3,963-39.1% | $5,982-59.7% |
| Admin fee / account holder | $71,410 | $6,501+998.4% | $5,611+1172.7% | $11,246+535.0% |