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 | $248,096 | $138,044+79.7% | $125,339+97.9% | $134,475+84.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.24% | 750.33%-773.6pp | 572.05%-595.3pp | 417.96%-441.2pp |
| Employer contribution / active EE | $18,901 | $5,243+260.5% | $4,814+292.7% | $4,740+298.8% |
| Participant deferral / active EE | $8,508 | $7,799+9.1% | $7,446+14.3% | $6,400+32.9% |
| Admin fee / account holder | $9,303 | $11,571-19.6% | $10,010-7.1% | $11,426-18.6% |