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 | $187,786 | $82,630+127.3% | $64,105+192.9% | $125,391+49.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -4.56% | 1489.72%-1494.3pp | 791.24%-795.8pp | 282.22%-286.8pp |
| Employer contribution / active EE | $13,299 | $2,671+397.9% | $1,820+630.8% | $4,866+173.3% |
| Participant deferral / active EE | $11,588 | $3,608+221.1% | $2,822+310.7% | $5,352+116.5% |
| Admin fee / account holder | $1,314 | $6,382-79.4% | $4,499-70.8% | $9,540-86.2% |