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 | $105,375 | $90,600+16.3% | $79,464+32.6% | $135,375-22.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -11.35% | 977.43%-988.8pp | 718.14%-729.5pp | 519.73%-531.1pp |
| Employer contribution / active EE | $672 | $3,068-78.1% | $2,800-76.0% | $4,779-85.9% |
| Participant deferral / active EE | $16,800 | $4,050+314.8% | $3,704+353.6% | $5,609+199.5% |
| Admin fee / account holder | $2,947 | $5,907-50.1% | $5,113-42.4% | $10,827-72.8% |