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 | $37,634 | $150,440-75.0% | $136,294-72.4% | $147,584-74.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.67% | 1049.08%-1039.4pp | 5155.94%-5146.3pp | 578.55%-568.9pp |
| Employer contribution / active EE | $1,851 | $5,256-64.8% | $4,695-60.6% | $4,876-62.0% |
| Participant deferral / active EE | $2,830 | $6,630-57.3% | $6,247-54.7% | $5,439-48.0% |
| Admin fee / account holder | $8,872 | $10,905-18.6% | $9,243-4.0% | $10,885-18.5% |