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 9-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 | $124,117 | $99,079+25.3% | $77,999+59.1% | $273,961-54.7% |
| Participation rate | 94.7% | 78.6%+16.2pp | 75.5%+19.2pp | 83.0%+11.7pp |
| Annual return | -2.36% | 217.93%-220.3pp | 425.96%-428.3pp | 41.45%-43.8pp |
| Employer contribution / active EE | $631 | $3,308-80.9% | $2,470-74.4% | $4,869-87.0% |
| Participant deferral / active EE | $4,274 | $4,306-0.7% | $3,497+22.2% | $5,287-19.2% |
| Admin fee / account holder | $1,701 | $8,954-81.0% | $5,480-69.0% | $10,132-83.2% |