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 | $161,400 | $92,703+74.1% | $82,719+95.1% | $134,475+20.0% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -32.52% | 944.92%-977.4pp | 701.18%-733.7pp | 417.96%-450.5pp |
| Employer contribution / active EE | $3,080 | $3,274-5.9% | $3,009+2.4% | $4,740-35.0% |
| Participant deferral / active EE | $6,896 | $4,802+43.6% | $4,395+56.9% | $6,400+7.8% |
| Admin fee / account holder | $1,694 | $5,983-71.7% | $5,329-68.2% | $11,426-85.2% |