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 | $111,551 | $84,402+32.2% | $61,373+81.8% | $134,475-17.0% |
| Participation rate | 78.6% | 62.2%+16.4pp | 52.6%+26.0pp | 81.2%-2.7pp |
| Annual return | -22.41% | 584.55%-607.0pp | 338.61%-361.0pp | 417.96%-440.4pp |
| Employer contribution / active EE | $1,328 | $1,544-14.0% | $1,159+14.5% | $4,740-72.0% |
| Participant deferral / active EE | $3,479 | $2,819+23.4% | $2,125+63.7% | $6,400-45.6% |
| Admin fee / account holder | $39,345 | $2,585+1421.9% | $2,130+1747.5% | $11,426+244.4% |