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 | $111,167 | $91,538+21.4% | $129,995-14.5% | $75,163+47.9% |
| Participation rate | 88.2% | 71.4%+16.8pp | 78.5%+9.7pp | 67.2%+21.0pp |
| Annual return | -7.67% | -631.11%+623.4pp | -137.18%+129.5pp | 160.62%-168.3pp |
| Employer contribution / active EE | $3,785 | $2,845+33.0% | $4,320-12.4% | $2,670+41.8% |
| Participant deferral / active EE | $4,539 | $4,341+4.6% | $5,820-22.0% | $4,125+10.0% |
| Admin fee / account holder | $19,735 | $6,790+190.6% | $10,614+85.9% | $5,651+249.2% |