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 | $157,742 | $76,000+107.6% | $154,107+2.4% | $64,186+145.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -11.99% | 30.32%-42.3pp | 735.12%-747.1pp | 7.63%-19.6pp |
| Employer contribution / active EE | $2,139 | $3,351-36.2% | $5,298-59.6% | $2,381-10.1% |
| Participant deferral / active EE | $2,706 | $3,175-14.8% | $5,081-46.7% | $3,470-22.0% |
| Admin fee / account holder | $408 | $5,596-92.7% | $13,411-97.0% | $4,888-91.7% |