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 | $142,587 | $76,000+87.6% | $154,107-7.5% | $64,186+122.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -46.27% | 30.32%-76.6pp | 735.12%-781.4pp | 7.63%-53.9pp |
| Employer contribution / active EE | $11,901 | $3,351+255.2% | $5,298+124.6% | $2,381+399.9% |
| Participant deferral / active EE | $9,349 | $3,175+194.4% | $5,081+84.0% | $3,470+169.4% |
| Admin fee / account holder | $46,492 | $5,596+730.8% | $13,411+246.7% | $4,888+851.1% |