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 | $62,631 | $124,185-49.6% | $108,410-42.2% | $167,490-62.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.11% | 1379.64%-1370.5pp | 905.27%-896.2pp | 478.56%-469.4pp |
| Employer contribution / active EE | $3,533 | $4,187-15.6% | $3,558-0.7% | $4,837-27.0% |
| Participant deferral / active EE | $9,155 | $6,908+32.5% | $6,563+39.5% | $6,341+44.4% |
| Admin fee / account holder | $623 | $9,455-93.4% | $7,295-91.5% | $12,309-94.9% |