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 | $107,094 | $92,703+15.5% | $82,719+29.5% | $134,475-20.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -24.18% | 944.92%-969.1pp | 701.18%-725.4pp | 417.96%-442.1pp |
| Employer contribution / active EE | $1,731 | $3,274-47.1% | $3,009-42.5% | $4,740-63.5% |
| Participant deferral / active EE | $3,484 | $4,802-27.4% | $4,395-20.7% | $6,400-45.6% |
| Admin fee / account holder | $25,917 | $5,983+333.2% | $5,329+386.4% | $11,426+126.8% |