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 | $72,209 | $150,440-52.0% | $136,294-47.0% | $147,584-51.1% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 6.88% | 1049.08%-1042.2pp | 5155.94%-5149.1pp | 578.55%-571.7pp |
| Employer contribution / active EE | $3,362 | $5,256-36.0% | $4,695-28.4% | $4,876-31.1% |
| Participant deferral / active EE | $7,332 | $6,630+10.6% | $6,247+17.4% | $5,439+34.8% |
| Admin fee / account holder | $1,076 | $10,905-90.1% | $9,243-88.4% | $10,885-90.1% |