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 | $119,909 | $152,509-21.4% | $117,472+2.1% | $134,475-10.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -21.51% | 52.99%-74.5pp | 29.74%-51.2pp | 417.96%-439.5pp |
| Employer contribution / active EE | $18,315 | $5,571+228.8% | $4,176+338.6% | $4,740+286.4% |
| Participant deferral / active EE | $1,722 | $4,818-64.3% | $4,070-57.7% | $6,400-73.1% |
| Admin fee / account holder | $1,563 | $7,004-77.7% | $5,645-72.3% | $11,426-86.3% |