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 | $37,519 | $138,065-72.8% | $123,544-69.6% | $135,375-72.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -23.54% | 153.68%-177.2pp | 119.20%-142.7pp | 519.73%-543.3pp |
| Employer contribution / active EE | $11,539 | $5,151+124.0% | $4,628+149.3% | $4,779+141.5% |
| Participant deferral / active EE | $13,677 | $6,799+101.2% | $6,426+112.8% | $5,609+143.8% |
| Admin fee / account holder | $740 | $10,916-93.2% | $9,284-92.0% | $10,827-93.2% |