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 | $200,372 | $82,286+143.5% | $68,791+191.3% | $134,475+49.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -25.89% | -2.19%-23.7pp | -6.38%-19.5pp | 417.96%-443.9pp |
| Employer contribution / active EE | $7,693 | $3,301+133.1% | $2,655+189.7% | $4,740+62.3% |
| Participant deferral / active EE | $12,395 | $4,739+161.6% | $3,941+214.5% | $6,400+93.7% |
| Admin fee / account holder | $3,138 | $6,481-51.6% | $4,932-36.4% | $11,426-72.5% |