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 | $81,580 | $105,998-23.0% | $92,233-11.5% | $147,584-44.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.56% | 50.05%-40.5pp | 176.28%-166.7pp | 578.55%-569.0pp |
| Employer contribution / active EE | $8,200 | $4,333+89.2% | $3,679+122.9% | $4,876+68.2% |
| Participant deferral / active EE | $5,147 | $4,478+14.9% | $3,897+32.1% | $5,439-5.4% |
| Admin fee / account holder | $51,715 | $6,332+716.7% | $5,194+895.8% | $10,885+375.1% |