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 | $198,281 | $152,509+30.0% | $117,472+68.8% | $134,475+47.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.78% | 52.99%-73.8pp | 29.74%-50.5pp | 417.96%-438.7pp |
| Employer contribution / active EE | $7,400 | $5,571+32.8% | $4,176+77.2% | $4,740+56.1% |
| Participant deferral / active EE | $11,875 | $4,818+146.5% | $4,070+191.8% | $6,400+85.6% |
| Admin fee / account holder | $3,544 | $7,004-49.4% | $5,645-37.2% | $11,426-69.0% |