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 | $204,961 | $82,664+147.9% | $125,339+63.5% | $68,494+199.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -22.51% | -5.97%-16.5pp | 572.05%-594.6pp | -7.84%-14.7pp |
| Employer contribution / active EE | $10,560 | $3,381+212.3% | $4,814+119.4% | $2,596+306.7% |
| Participant deferral / active EE | $11,660 | $6,110+90.8% | $7,446+56.6% | $4,027+189.5% |
| Admin fee / account holder | $2,403 | $6,275-61.7% | $10,010-76.0% | $5,403-55.5% |