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 | $98,498 | $138,065-28.7% | $123,544-20.3% | $135,375-27.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.15% | 153.68%-165.8pp | 119.20%-131.3pp | 519.73%-531.9pp |
| Employer contribution / active EE | $14,444 | $5,151+180.4% | $4,628+212.1% | $4,779+202.3% |
| Participant deferral / active EE | $10,220 | $6,799+50.3% | $6,426+59.1% | $5,609+82.2% |
| Admin fee / account holder | $800 | $10,916-92.7% | $9,284-91.4% | $10,827-92.6% |