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 | $187,357 | $99,640+88.0% | $86,436+116.8% | $134,475+39.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.00% | 6782.58%-6803.6pp | 4394.89%-4415.9pp | 417.96%-439.0pp |
| Employer contribution / active EE | $3,162 | $4,400-28.1% | $3,769-16.1% | $4,740-33.3% |
| Participant deferral / active EE | $7,147 | $7,246-1.4% | $6,952+2.8% | $6,400+11.7% |
| Admin fee / account holder | $1,076 | $8,371-87.1% | $6,731-84.0% | $11,426-90.6% |