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 | $127,490 | $92,703+37.5% | $82,719+54.1% | $134,475-5.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.73% | 944.92%-967.6pp | 701.18%-723.9pp | 417.96%-440.7pp |
| Employer contribution / active EE | $4,397 | $3,274+34.3% | $3,009+46.1% | $4,740-7.2% |
| Participant deferral / active EE | $1,360 | $4,802-71.7% | $4,395-69.0% | $6,400-78.7% |
| Admin fee / account holder | $3,344 | $5,983-44.1% | $5,329-37.3% | $11,426-70.7% |