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 | $121,559 | $138,065-12.0% | $123,544-1.6% | $135,375-10.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.32% | 153.68%-163.0pp | 119.20%-128.5pp | 519.73%-529.1pp |
| Employer contribution / active EE | $3,690 | $5,151-28.4% | $4,628-20.3% | $4,779-22.8% |
| Participant deferral / active EE | $9,605 | $6,799+41.3% | $6,426+49.5% | $5,609+71.2% |
| Admin fee / account holder | $370 | $10,916-96.6% | $9,284-96.0% | $10,827-96.6% |