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 | $99,992 | $77,634+28.8% | $156,549-36.1% | $62,891+59.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -4.53% | 50.32%-54.9pp | 32.23%-36.8pp | 20.14%-24.7pp |
| Employer contribution / active EE | $10,608 | $3,444+208.1% | $5,501+92.8% | $2,281+365.1% |
| Participant deferral / active EE | $5,915 | $3,045+94.2% | $4,871+21.4% | $3,203+84.7% |
| Admin fee / account holder | $2,343 | $5,561-57.9% | $13,027-82.0% | $4,296-45.5% |