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 | $197,517 | $92,703+113.1% | $82,719+138.8% | $134,475+46.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -25.68% | 944.92%-970.6pp | 701.18%-726.9pp | 417.96%-443.6pp |
| Employer contribution / active EE | $6,125 | $3,274+87.1% | $3,009+103.6% | $4,740+29.2% |
| Participant deferral / active EE | $9,724 | $4,802+102.5% | $4,395+121.3% | $6,400+51.9% |
| Admin fee / account holder | $1,231 | $5,983-79.4% | $5,329-76.9% | $11,426-89.2% |