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 | $138,365 | $91,190+51.7% | $178,490-22.5% | $79,858+73.3% |
| Participation rate | 90.7% | 69.2%+21.5pp | 81.9%+8.7pp | 69.6%+21.0pp |
| Annual return | -8.44% | 24.19%-32.6pp | 151.07%-159.5pp | 31.71%-40.2pp |
| Employer contribution / active EE | $12,730 | $3,256+291.0% | $5,011+154.1% | $2,471+415.2% |
| Participant deferral / active EE | $2,576 | $3,236-20.4% | $5,202-50.5% | $3,740-31.1% |
| Admin fee / account holder | $12,583 | $6,751+86.4% | $13,984-10.0% | $5,306+137.1% |