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 | $90,834 | $104,486-13.1% | $76,817+18.2% | $152,861-40.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 4.25% | 1013.37%-1009.1pp | 1166.11%-1161.9pp | 345.32%-341.1pp |
| Employer contribution / active EE | $5,334 | $3,116+71.2% | $2,302+131.7% | $4,762+12.0% |
| Participant deferral / active EE | $7,929 | $4,236+87.2% | $3,336+137.7% | $5,850+35.5% |
| Admin fee / account holder | $764 | $12,275-93.8% | $6,420-88.1% | $11,596-93.4% |