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 | $220,347 | $135,635+62.5% | $110,238+99.9% | $135,375+62.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -13.31% | 513.19%-526.5pp | 314.74%-328.1pp | 519.73%-533.0pp |
| Employer contribution / active EE | $20,900 | $4,906+326.0% | $3,826+446.2% | $4,779+337.4% |
| Participant deferral / active EE | $9,250 | $5,506+68.0% | $4,672+98.0% | $5,609+64.9% |
| Admin fee / account holder | $1,318 | $11,457-88.5% | $8,547-84.6% | $10,827-87.8% |