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 | $104,184 | $56,199+85.4% | $67,652+54.0% | $59,632+74.7% |
| Participation rate | 95.1% | 71.5%+23.6pp | 75.7%+19.4pp | 68.7%+26.4pp |
| Annual return | -4.41% | 18505.31%-18509.7pp | 6625.04%-6629.4pp | 2041.28%-2045.7pp |
| Employer contribution / active EE | $4,571 | $1,614+183.1% | $2,266+101.8% | $2,203+107.5% |
| Participant deferral / active EE | $4,556 | $2,844+60.2% | $3,560+28.0% | $3,192+42.7% |
| Admin fee / account holder | $10,680 | $3,958+169.8% | $4,821+121.5% | $4,297+148.5% |