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 | $154,052 | $100,754+52.9% | $86,677+77.7% | $134,475+14.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.73% | 29.04%-49.8pp | 35.91%-56.6pp | 417.96%-438.7pp |
| Employer contribution / active EE | $16,629 | $3,489+376.6% | $2,836+486.3% | $4,740+250.8% |
| Participant deferral / active EE | $13,913 | $5,338+160.6% | $4,656+198.8% | $6,400+117.4% |
| Admin fee / account holder | $3,133 | $10,926-71.3% | $7,493-58.2% | $11,426-72.6% |