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 | $46,290 | $88,751-47.8% | $81,812-43.4% | $145,922-68.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 5.22% | 1025.40%-1020.2pp | 773.79%-768.6pp | 561.29%-556.1pp |
| Employer contribution / active EE | $4,231 | $3,083+37.2% | $2,912+45.3% | $4,660-9.2% |
| Participant deferral / active EE | $1,780 | $4,643-61.7% | $4,319-58.8% | $6,688-73.4% |
| Admin fee / account holder | $29,492 | $8,415+250.5% | $7,386+299.3% | $13,397+120.1% |