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 | $137,848 | $102,317+34.7% | $146,958-6.2% | $80,856+70.5% |
| Participation rate | 98.2% | 75.8%+22.3pp | 82.2%+16.0pp | 67.6%+30.5pp |
| Annual return | -17.35% | 134.76%-152.1pp | 418.34%-435.7pp | 35.59%-52.9pp |
| Employer contribution / active EE | $18,445 | $3,713+396.7% | $4,933+273.9% | $2,755+569.5% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $7,851 | $7,941-1.1% | $12,998-39.6% | $6,918+13.5% |