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 | $186,747 | $92,703+101.4% | $82,719+125.8% | $134,475+38.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.76% | 944.92%-966.7pp | 701.18%-722.9pp | 417.96%-439.7pp |
| Employer contribution / active EE | $6,308 | $3,274+92.7% | $3,009+109.6% | $4,740+33.1% |
| Participant deferral / active EE | $4,187 | $4,802-12.8% | $4,395-4.7% | $6,400-34.6% |
| Admin fee / account holder | $2,414 | $5,983-59.6% | $5,329-54.7% | $11,426-78.9% |