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 4-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 | $112,267 | $227,553-50.7% | $189,557-40.8% | $167,490-33.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | -0.06% | 78.40%-78.5pp | 64.17%-64.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,404 | $5,316-73.6% | $4,412-68.2% | $4,837-71.0% |
| Participant deferral / active EE | $13,000 | $7,002+85.7% | $6,174+110.6% | $6,341+105.0% |
| Admin fee / account holder | $2,530 | $11,878-78.7% | $9,807-74.2% | $12,309-79.4% |