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 | $196,595 | $121,625+61.6% | $104,607+87.9% | $158,922+23.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -9.73% | 465.26%-475.0pp | 340.46%-350.2pp | 302.83%-312.6pp |
| Employer contribution / active EE | $3,000 | $3,163-5.1% | $2,681+11.9% | $4,761-37.0% |
| Participant deferral / active EE | $24,000 | $4,177+474.5% | $3,740+541.8% | $5,982+301.2% |
| Admin fee / account holder | $30,089 | $7,787+286.4% | $6,473+364.8% | $11,246+167.6% |