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 | $52,605 | $96,635-45.6% | $86,612-39.3% | $139,434-62.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 9.35% | 106.41%-97.1pp | 591.07%-581.7pp | 372.94%-363.6pp |
| Employer contribution / active EE | $8,088 | $3,263+147.9% | $3,022+167.6% | $4,751+70.2% |
| Participant deferral / active EE | $5,442 | $4,836+12.5% | $4,438+22.6% | $6,710-18.9% |
| Admin fee / account holder | $87,612 | $6,408+1267.3% | $5,614+1460.5% | $11,403+668.4% |