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 | $86,570 | $150,440-42.5% | $136,294-36.5% | $147,584-41.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.47% | 1049.08%-1044.6pp | 5155.94%-5151.5pp | 578.55%-574.1pp |
| Employer contribution / active EE | $6,575 | $5,256+25.1% | $4,695+40.0% | $4,876+34.8% |
| Participant deferral / active EE | $21,000 | $6,630+216.7% | $6,247+236.2% | $5,439+286.1% |
| Admin fee / account holder | $30,711 | $10,905+181.6% | $9,243+232.3% | $10,885+182.1% |