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 | $122,577 | $91,538+33.9% | $129,995-5.7% | $75,163+63.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | -7.84% | -631.11%+623.3pp | -137.18%+129.3pp | 160.62%-168.5pp |
| Employer contribution / active EE | $6,436 | $2,845+126.2% | $4,320+49.0% | $2,670+141.1% |
| Participant deferral / active EE | $4,367 | $4,341+0.6% | $5,820-25.0% | $4,125+5.9% |
| Admin fee / account holder | $22,031 | $6,790+224.5% | $10,614+107.6% | $5,651+289.9% |