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 | $194,244 | $95,971+102.4% | $74,550+160.6% | $135,375+43.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.81% | 56.96%-67.8pp | 32.53%-43.3pp | 519.73%-530.5pp |
| Employer contribution / active EE | $4,140 | $2,716+52.4% | $1,961+111.1% | $4,779-13.4% |
| Participant deferral / active EE | $13,165 | $3,843+242.5% | $3,108+323.6% | $5,609+134.7% |
| Admin fee / account holder | $781 | $6,522-88.0% | $5,060-84.6% | $10,827-92.8% |