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 | $50,021 | $168,632-70.3% | $147,614-66.1% | $125,391-60.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -15.91% | 77.65%-93.6pp | 61.98%-77.9pp | 282.22%-298.1pp |
| Employer contribution / active EE | $18,933 | $6,252+202.8% | $5,564+240.2% | $4,866+289.1% |
| Participant deferral / active EE | $9,000 | $5,507+63.4% | $4,895+83.9% | $5,352+68.2% |
| Admin fee / account holder | $566 | $13,580-95.8% | $11,611-95.1% | $9,540-94.1% |