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 | $117,365 | $138,044-15.0% | $125,339-6.4% | $134,475-12.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.73% | 750.33%-776.1pp | 572.05%-597.8pp | 417.96%-443.7pp |
| Employer contribution / active EE | $9,686 | $5,243+84.7% | $4,814+101.2% | $4,740+104.4% |
| Participant deferral / active EE | $12,605 | $7,799+61.6% | $7,446+69.3% | $6,400+97.0% |
| Admin fee / account holder | $5,123 | $11,571-55.7% | $10,010-48.8% | $11,426-55.2% |