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 | $88,060 | $180,449-51.2% | $154,107-42.9% | $135,375-35.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -13.37% | 888.09%-901.5pp | 735.12%-748.5pp | 519.73%-533.1pp |
| Employer contribution / active EE | $13,324 | $6,035+120.8% | $5,298+151.5% | $4,779+178.8% |
| Participant deferral / active EE | $24,000 | $5,806+313.4% | $5,081+372.4% | $5,609+327.9% |
| Admin fee / account holder | $780 | $16,143-95.2% | $13,411-94.2% | $10,827-92.8% |