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 | $179,653 | $138,065+30.1% | $123,544+45.4% | $135,375+32.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -15.04% | 153.68%-168.7pp | 119.20%-134.2pp | 519.73%-534.8pp |
| Employer contribution / active EE | $16,806 | $5,151+226.2% | $4,628+263.2% | $4,779+251.7% |
| Participant deferral / active EE | $10,460 | $6,799+53.8% | $6,426+62.8% | $5,609+86.5% |
| Admin fee / account holder | $2,053 | $10,916-81.2% | $9,284-77.9% | $10,827-81.0% |