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 | $114,242 | $102,317+11.7% | $146,958-22.3% | $80,856+41.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | -23.87% | 134.76%-158.6pp | 418.34%-442.2pp | 35.59%-59.5pp |
| Employer contribution / active EE | $2,756 | $3,713-25.8% | $4,933-44.1% | $2,7550% |
| Participant deferral / active EE | $6,778 | $6,644+2.0% | $8,070-16.0% | $4,296+57.8% |
| Admin fee / account holder | $10,789 | $7,941+35.9% | $12,998-17.0% | $6,918+56.0% |