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 9-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 | $209,956 | $138,044+52.1% | $125,339+67.5% | $134,475+56.1% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -23.37% | 750.33%-773.7pp | 572.05%-595.4pp | 417.96%-441.3pp |
| Employer contribution / active EE | $32,962 | $5,243+528.7% | $4,814+584.8% | $4,740+595.5% |
| Participant deferral / active EE | $18,300 | $7,799+134.7% | $7,446+145.8% | $6,400+185.9% |
| Admin fee / account holder | $28,683 | $11,571+147.9% | $10,010+186.6% | $11,426+151.0% |