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 8-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 | $165,032 | $138,044+19.6% | $125,339+31.7% | $134,475+22.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.99% | 750.33%-771.3pp | 572.05%-593.0pp | 417.96%-438.9pp |
| Employer contribution / active EE | $19,960 | $5,243+280.7% | $4,814+314.7% | $4,740+321.1% |
| Participant deferral / active EE | $14,296 | $7,799+83.3% | $7,446+92.0% | $6,400+123.4% |
| Admin fee / account holder | $1,726 | $11,571-85.1% | $10,010-82.8% | $11,426-84.9% |