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 | $113,994 | $90,600+25.8% | $79,464+43.5% | $135,375-15.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -12.69% | 977.43%-990.1pp | 718.14%-730.8pp | 519.73%-532.4pp |
| Employer contribution / active EE | $7,033 | $3,068+129.2% | $2,800+151.1% | $4,779+47.2% |
| Participant deferral / active EE | $1,312 | $4,050-67.6% | $3,704-64.6% | $5,609-76.6% |
| Admin fee / account holder | $973 | $5,907-83.5% | $5,113-81.0% | $10,827-91.0% |