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 | $31,002 | $150,440-79.4% | $136,294-77.3% | $147,584-79.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.14% | 1049.08%-1043.9pp | 5155.94%-5150.8pp | 578.55%-573.4pp |
| Employer contribution / active EE | $2,518 | $5,256-52.1% | $4,695-46.4% | $4,876-48.4% |
| Participant deferral / active EE | $12,233 | $6,630+84.5% | $6,247+95.8% | $5,439+124.9% |
| Admin fee / account holder | $70,087 | $10,905+542.7% | $9,243+658.2% | $10,885+543.9% |