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 | $233,595 | $211,958+10.2% | $169,463+37.8% | $135,375+72.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.27% | 3.26%-14.5pp | 1.83%-13.1pp | 519.73%-531.0pp |
| Employer contribution / active EE | $29,500 | $5,120+476.2% | $4,159+609.3% | $4,779+517.3% |
| Participant deferral / active EE | $21,500 | $6,075+253.9% | $5,277+307.5% | $5,609+283.3% |
| Admin fee / account holder | $4,504 | $11,471-60.7% | $9,109-50.6% | $10,827-58.4% |