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 | $172,169 | $133,958+28.5% | $112,228+53.4% | $134,475+28.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -25.23% | 47.11%-72.3pp | 27.45%-52.7pp | 417.96%-443.2pp |
| Employer contribution / active EE | $3,080 | $4,038-23.7% | $3,635-15.3% | $4,740-35.0% |
| Participant deferral / active EE | $20,800 | $5,291+293.2% | $4,728+339.9% | $6,400+225.0% |
| Admin fee / account holder | $604 | $7,489-91.9% | $6,410-90.6% | $11,426-94.7% |