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 | $196,162 | $92,703+111.6% | $82,719+137.1% | $134,475+45.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -27.68% | 944.92%-972.6pp | 701.18%-728.9pp | 417.96%-445.6pp |
| Employer contribution / active EE | $12,991 | $3,274+296.8% | $3,009+331.7% | $4,740+174.1% |
| Participant deferral / active EE | $9,000 | $4,802+87.4% | $4,395+104.8% | $6,400+40.6% |
| Admin fee / account holder | $16,618 | $5,983+177.8% | $5,329+211.9% | $11,426+45.4% |