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 | $219,021 | $113,935+92.2% | $94,224+132.4% | $125,391+74.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -11.01% | 5.29%-16.3pp | 10.68%-21.7pp | 282.22%-293.2pp |
| Employer contribution / active EE | $11,667 | $4,727+146.8% | $3,587+225.3% | $4,866+139.8% |
| Participant deferral / active EE | $8,342 | $5,179+61.1% | $4,320+93.1% | $5,352+55.9% |
| Admin fee / account holder | $8,386 | $8,391-0.1% | $6,269+33.8% | $9,540-12.1% |