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 | $212,773 | $90,600+134.8% | $79,464+167.8% | $135,375+57.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.52% | 977.43%-987.9pp | 718.14%-728.7pp | 519.73%-530.2pp |
| Employer contribution / active EE | $17,392 | $3,068+466.9% | $2,800+521.0% | $4,779+263.9% |
| Participant deferral / active EE | $9,250 | $4,050+128.4% | $3,704+149.7% | $5,609+64.9% |
| Admin fee / account holder | $104,243 | $5,907+1664.8% | $5,113+1938.8% | $10,827+862.8% |