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 | $194,233 | $106,543+82.3% | $91,220+112.9% | $134,475+44.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -21.40% | 160.60%-182.0pp | 114.01%-135.4pp | 417.96%-439.4pp |
| Employer contribution / active EE | $12,553 | $3,331+276.9% | $2,850+340.4% | $4,740+164.9% |
| Participant deferral / active EE | $7,389 | $4,719+56.6% | $4,234+74.5% | $6,400+15.5% |
| Admin fee / account holder | $345 | $6,231-94.5% | $5,420-93.6% | $11,426-97.0% |