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 | $245,906 | $83,902+193.1% | $167,512+46.8% | $84,808+190.0% |
| Participation rate | 82.4% | 66.5%+15.9pp | 77.1%+5.3pp | 68.3%+14.0pp |
| Annual return | -10.63% | 91.55%-102.2pp | 1615.79%-1626.4pp | 40.90%-51.5pp |
| Employer contribution / active EE | $24,765 | $2,264+994.0% | $3,882+538.0% | $2,631+841.3% |
| Participant deferral / active EE | $5,981 | $4,442+34.6% | $6,405-6.6% | $4,212+42.0% |
| Admin fee / account holder | $26,842 | $7,915+239.1% | $9,769+174.8% | $7,344+265.5% |