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 | $241,770 | $106,543+126.9% | $91,220+165.0% | $134,475+79.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -24.33% | 160.60%-184.9pp | 114.01%-138.3pp | 417.96%-442.3pp |
| Employer contribution / active EE | $25,367 | $3,331+661.7% | $2,850+790.0% | $4,740+435.2% |
| Participant deferral / active EE | $16,494 | $4,719+249.6% | $4,234+289.6% | $6,400+157.7% |
| Admin fee / account holder | $1,328 | $6,231-78.7% | $5,420-75.5% | $11,426-88.4% |