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 | $60,459 | $209,411-71.1% | $178,490-66.1% | $158,922-62.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.64% | 188.75%-190.4pp | 151.07%-152.7pp | 302.83%-304.5pp |
| Employer contribution / active EE | $7,500 | $5,706+31.4% | $5,011+49.7% | $4,761+57.5% |
| Participant deferral / active EE | $6,063 | $5,954+1.8% | $5,202+16.6% | $5,982+1.3% |
| Admin fee / account holder | $507 | $17,074-97.0% | $13,984-96.4% | $11,246-95.5% |