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 | $136,710 | $107,334+27.4% | $92,893+47.2% | $152,861-10.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | -4.09% | 145.58%-149.7pp | 109.41%-113.5pp | 345.32%-349.4pp |
| Employer contribution / active EE | $15,352 | $4,221+263.7% | $3,653+320.3% | $4,762+222.4% |
| Participant deferral / active EE | $6,082 | $4,845+25.5% | $4,236+43.6% | $5,850+4.0% |
| Admin fee / account holder | $2,884 | $7,079-59.3% | $5,794-50.2% | $11,596-75.1% |