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 | $37,206 | $88,751-58.1% | $81,812-54.5% | $145,922-74.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.56% | 1025.40%-1017.8pp | 773.79%-766.2pp | 561.29%-553.7pp |
| Employer contribution / active EE | $6,568 | $3,083+113.0% | $2,912+125.5% | $4,660+41.0% |
| Participant deferral / active EE | $4,715 | $4,643+1.5% | $4,319+9.2% | $6,688-29.5% |
| Admin fee / account holder | $24,337 | $8,415+189.2% | $7,386+229.5% | $13,397+81.7% |