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 | $202,332 | $138,065+46.5% | $123,544+63.8% | $135,375+49.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.21% | 153.68%-163.9pp | 119.20%-129.4pp | 519.73%-529.9pp |
| Employer contribution / active EE | $11,500 | $5,151+123.2% | $4,628+148.5% | $4,779+140.6% |
| Participant deferral / active EE | $12,587 | $6,799+85.1% | $6,426+95.9% | $5,609+124.4% |
| Admin fee / account holder | $5,335 | $10,916-51.1% | $9,284-42.5% | $10,827-50.7% |