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 9-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 | $244,997 | $142,344+72.1% | $119,609+104.8% | $134,475+82.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.62% | -12.44%-8.2pp | -14.97%-5.7pp | 417.96%-438.6pp |
| Employer contribution / active EE | $11,623 | $5,222+122.6% | $4,232+174.6% | $4,740+145.2% |
| Participant deferral / active EE | $14,431 | $6,469+123.1% | $5,602+157.6% | $6,400+125.5% |
| Admin fee / account holder | $96,917 | $13,584+613.5% | $10,323+838.8% | $11,426+748.2% |