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 | $69,535 | $99,020-29.8% | $86,590-19.7% | $147,584-52.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6.20% | 1312.34%-1306.1pp | 964.84%-958.6pp | 578.55%-572.3pp |
| Employer contribution / active EE | $4,372 | $3,132+39.6% | $2,839+54.0% | $4,876-10.3% |
| Participant deferral / active EE | $8,287 | $3,972+108.6% | $3,609+129.6% | $5,439+52.4% |
| Admin fee / account holder | $303 | $5,710-94.7% | $4,906-93.8% | $10,885-97.2% |