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 | $240,363 | $138,044+74.1% | $125,339+91.8% | $134,475+78.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.24% | 750.33%-772.6pp | 572.05%-594.3pp | 417.96%-440.2pp |
| Employer contribution / active EE | $14,907 | $5,243+184.3% | $4,814+209.7% | $4,740+214.5% |
| Participant deferral / active EE | $13,257 | $7,799+70.0% | $7,446+78.0% | $6,400+107.2% |
| Admin fee / account holder | $29,204 | $11,571+152.4% | $10,010+191.8% | $11,426+155.6% |