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 | $51,934 | $198,466-73.8% | $170,442-69.5% | $147,584-64.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.84% | 257.29%-250.5pp | 205.93%-199.1pp | 578.55%-571.7pp |
| Employer contribution / active EE | $1,636 | $6,184-73.5% | $5,433-69.9% | $4,876-66.4% |
| Participant deferral / active EE | $7,825 | $5,629+39.0% | $4,939+58.4% | $5,439+43.9% |
| Admin fee / account holder | $58,822 | $16,852+249.1% | $13,880+323.8% | $10,885+440.4% |