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 | $144,871 | $57,281+152.9% | $86,612+67.3% | $75,163+92.7% |
| Participation rate | 77.8% | 63.2%+14.6pp | 71.7%+6.1pp | 67.2%+10.6pp |
| Annual return | -12.66% | 2670.75%-2683.4pp | 591.07%-603.7pp | 160.62%-173.3pp |
| Employer contribution / active EE | $1,922 | $2,314-17.0% | $3,022-36.4% | $2,670-28.0% |
| Participant deferral / active EE | $3,284 | $3,318-1.0% | $4,438-26.0% | $4,125-20.4% |
| Admin fee / account holder | $797 | $4,112-80.6% | $5,614-85.8% | $5,651-85.9% |