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 | $17,169 | $70,756-75.7% | $65,493-73.8% | $142,382-87.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 1.61% | 1754.89%-1753.3pp | 982.45%-980.8pp | 217.08%-215.5pp |
| Employer contribution / active EE | $12,500 | $2,881+333.9% | $2,574+385.6% | $4,299+190.8% |
| Participant deferral / active EE | $10,750 | $4,637+131.8% | $3,961+171.4% | $6,507+65.2% |
| Admin fee / account holder | $117,815 | $6,559+1696.2% | $5,028+2243.1% | $12,624+833.3% |