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 7-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 | $241,984 | $75,828+219.1% | $147,614+63.9% | $59,632+305.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -5.94% | 0.37%-6.3pp | 61.98%-67.9pp | 2041.28%-2047.2pp |
| Employer contribution / active EE | $3,103 | $3,485-10.9% | $5,564-44.2% | $2,203+40.9% |
| Participant deferral / active EE | $6,290 | $3,130+100.9% | $4,895+28.5% | $3,192+97.1% |
| Admin fee / account holder | $1,481 | $5,985-75.3% | $11,611-87.2% | $4,297-65.5% |