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 | $179,956 | $109,817+63.9% | $98,442+82.8% | $167,490+7.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -10.37% | 1956.69%-1967.1pp | 1492.73%-1503.1pp | 478.56%-488.9pp |
| Employer contribution / active EE | $20,639 | $3,224+540.2% | $2,960+597.3% | $4,837+326.6% |
| Participant deferral / active EE | $10,042 | $4,673+114.9% | $4,276+134.8% | $6,341+58.4% |
| Admin fee / account holder | $344 | $6,753-94.9% | $5,949-94.2% | $12,309-97.2% |