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 | $151,212 | $92,703+63.1% | $82,719+82.8% | $134,475+12.4% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -21.67% | 944.92%-966.6pp | 701.18%-722.8pp | 417.96%-439.6pp |
| Employer contribution / active EE | $5,659 | $3,274+72.9% | $3,009+88.1% | $4,740+19.4% |
| Participant deferral / active EE | $10,734 | $4,802+123.5% | $4,395+144.2% | $6,400+67.7% |
| Admin fee / account holder | $13,242 | $5,983+121.3% | $5,329+148.5% | $11,426+15.9% |