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 | $71,916 | $106,890-32.7% | $84,015-14.4% | $152,861-53.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 7.20% | 104.99%-97.8pp | 71.31%-64.1pp | 345.32%-338.1pp |
| Employer contribution / active EE | $5,226 | $2,734+91.1% | $1,983+163.5% | $4,762+9.7% |
| Participant deferral / active EE | $10,083 | $4,011+151.4% | $3,239+211.3% | $5,850+72.4% |
| Admin fee / account holder | $64,699 | $8,285+680.9% | $6,101+960.5% | $11,596+457.9% |