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 | $204,245 | $138,044+48.0% | $125,339+63.0% | $134,475+51.9% |
| Participation rate | 95.2% | 84.5%+10.8pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -21.00% | 750.33%-771.3pp | 572.05%-593.0pp | 417.96%-439.0pp |
| Employer contribution / active EE | $4,443 | $5,243-15.3% | $4,814-7.7% | $4,740-6.3% |
| Participant deferral / active EE | $13,442 | $7,799+72.4% | $7,446+80.5% | $6,400+110.0% |
| Admin fee / account holder | $17,828 | $11,571+54.1% | $10,010+78.1% | $11,426+56.0% |