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 | $224,334 | $138,044+62.5% | $125,339+79.0% | $134,475+66.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -33.39% | 750.33%-783.7pp | 572.05%-605.4pp | 417.96%-451.4pp |
| Employer contribution / active EE | $2,813 | $5,243-46.4% | $4,814-41.6% | $4,740-40.7% |
| Participant deferral / active EE | $5,608 | $7,799-28.1% | $7,446-24.7% | $6,400-12.4% |
| Admin fee / account holder | $44,206 | $11,571+282.0% | $10,010+341.6% | $11,426+286.9% |