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 | $140,425 | $88,594+58.5% | $70,092+100.3% | $134,475+4.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -28.01% | 442.67%-470.7pp | 190.73%-218.7pp | 417.96%-446.0pp |
| Employer contribution / active EE | $6,013 | $3,233+86.0% | $2,559+135.0% | $4,740+26.9% |
| Participant deferral / active EE | $3,654 | $4,772-23.4% | $3,849-5.1% | $6,400-42.9% |
| Admin fee / account holder | $1,060 | $10,441-89.8% | $6,267-83.1% | $11,426-90.7% |