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 | $138,316 | $160,055-13.6% | $140,016-1.2% | $135,375+2.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.70% | 911.38%-922.1pp | 651.12%-661.8pp | 519.73%-530.4pp |
| Employer contribution / active EE | $13,285 | $6,420+106.9% | $5,606+137.0% | $4,779+178.0% |
| Participant deferral / active EE | $11,451 | $7,642+49.9% | $6,927+65.3% | $5,609+104.2% |
| Admin fee / account holder | $687 | $13,328-94.8% | $10,705-93.6% | $10,827-93.7% |