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 | $139,507 | $138,044+1.1% | $125,339+11.3% | $134,475+3.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.12% | 750.33%-772.5pp | 572.05%-594.2pp | 417.96%-440.1pp |
| Employer contribution / active EE | $2,633 | $5,243-49.8% | $4,814-45.3% | $4,740-44.4% |
| Participant deferral / active EE | $27,000 | $7,799+246.2% | $7,446+262.6% | $6,400+321.9% |
| Admin fee / account holder | $863 | $11,571-92.5% | $10,010-91.4% | $11,426-92.4% |