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 | $27,730 | $150,440-81.6% | $136,294-79.7% | $147,584-81.2% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 8.50% | 1049.08%-1040.6pp | 5155.94%-5147.4pp | 578.55%-570.1pp |
| Employer contribution / active EE | $3,330 | $5,256-36.6% | $4,695-29.1% | $4,876-31.7% |
| Participant deferral / active EE | $6,153 | $6,630-7.2% | $6,247-1.5% | $5,439+13.1% |
| Admin fee / account holder | $31,180 | $10,905+185.9% | $9,243+237.3% | $10,885+186.4% |