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 | $215,215 | $180,449+19.3% | $154,107+39.7% | $135,375+59.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.78% | 888.09%-897.9pp | 735.12%-744.9pp | 519.73%-529.5pp |
| Employer contribution / active EE | $33,697 | $6,035+458.4% | $5,298+536.1% | $4,779+605.1% |
| Participant deferral / active EE | $18,500 | $5,806+218.6% | $5,081+264.1% | $5,609+229.8% |
| Admin fee / account holder | $2,961 | $16,143-81.7% | $13,411-77.9% | $10,827-72.7% |