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 | $199,393 | $138,044+44.4% | $125,339+59.1% | $134,475+48.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.11% | 750.33%-776.4pp | 572.05%-598.2pp | 417.96%-444.1pp |
| Employer contribution / active EE | $5,615 | $5,243+7.1% | $4,814+16.6% | $4,740+18.5% |
| Participant deferral / active EE | $9,637 | $7,799+23.6% | $7,446+29.4% | $6,400+50.6% |
| Admin fee / account holder | $16,532 | $11,571+42.9% | $10,010+65.2% | $11,426+44.7% |