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 | $181,266 | $138,065+31.3% | $123,544+46.7% | $135,375+33.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.65% | 153.68%-165.3pp | 119.20%-130.8pp | 519.73%-531.4pp |
| Employer contribution / active EE | $15,676 | $5,151+204.3% | $4,628+238.7% | $4,779+228.0% |
| Participant deferral / active EE | $8,018 | $6,799+17.9% | $6,426+24.8% | $5,609+43.0% |
| Admin fee / account holder | $1,733 | $10,916-84.1% | $9,284-81.3% | $10,827-84.0% |