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 | $58,381 | $148,534-60.7% | $135,903-57.0% | $139,434-58.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.43% | 79.19%-71.8pp | 68.23%-60.8pp | 372.94%-365.5pp |
| Employer contribution / active EE | $7,799 | $5,243+48.7% | $4,856+60.6% | $4,751+64.2% |
| Participant deferral / active EE | $9,726 | $8,100+20.1% | $7,758+25.4% | $6,710+44.9% |
| Admin fee / account holder | $131,027 | $12,400+956.7% | $10,762+1117.5% | $11,403+1049.1% |