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 | $131,352 | $168,632-22.1% | $147,614-11.0% | $125,391+4.8% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -4.26% | 77.65%-81.9pp | 61.98%-66.2pp | 282.22%-286.5pp |
| Employer contribution / active EE | $17,213 | $6,252+175.3% | $5,564+209.3% | $4,866+253.7% |
| Participant deferral / active EE | $4,999 | $5,507-9.2% | $4,895+2.1% | $5,352-6.6% |
| Admin fee / account holder | $1,523 | $13,580-88.8% | $11,611-86.9% | $9,540-84.0% |