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 | $141,204 | $138,044+2.3% | $125,339+12.7% | $134,475+5.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.71% | 750.33%-778.0pp | 572.05%-599.8pp | 417.96%-445.7pp |
| Employer contribution / active EE | $2,608 | $5,243-50.3% | $4,814-45.8% | $4,740-45.0% |
| Participant deferral / active EE | $6,943 | $7,799-11.0% | $7,446-6.8% | $6,400+8.5% |
| Admin fee / account holder | $1,492 | $11,571-87.1% | $10,010-85.1% | $11,426-86.9% |