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 | $138,759 | $82,032+69.2% | $123,104+12.7% | $59,632+132.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -12.49% | 5.12%-17.6pp | 13.22%-25.7pp | 2041.28%-2053.8pp |
| Employer contribution / active EE | $5,818 | $3,297+76.5% | $5,151+12.9% | $2,203+164.1% |
| Participant deferral / active EE | $14,169 | $4,667+203.6% | $6,230+127.4% | $3,192+343.9% |
| Admin fee / account holder | $2,151 | $5,881-63.4% | $9,015-76.1% | $4,297-49.9% |