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 | $173,996 | $160,055+8.7% | $140,016+24.3% | $135,375+28.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -15.45% | 911.38%-926.8pp | 651.12%-666.6pp | 519.73%-535.2pp |
| Employer contribution / active EE | $21,043 | $6,420+227.8% | $5,606+275.4% | $4,779+340.3% |
| Participant deferral / active EE | $12,588 | $7,642+64.7% | $6,927+81.7% | $5,609+124.4% |
| Admin fee / account holder | $6,255 | $13,328-53.1% | $10,705-41.6% | $10,827-42.2% |