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 | $132,722 | $84,695+56.7% | $73,843+79.7% | $125,391+5.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -5.59% | 3123.53%-3129.1pp | 2267.84%-2273.4pp | 282.22%-287.8pp |
| Employer contribution / active EE | $18,284 | $3,123+485.4% | $2,787+555.9% | $4,866+275.7% |
| Participant deferral / active EE | $8,271 | $3,992+107.2% | $3,583+130.8% | $5,352+54.5% |
| Admin fee / account holder | $1,350 | $5,691-76.3% | $4,880-72.3% | $9,540-85.8% |