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 | $145,720 | $99,640+46.2% | $86,436+68.6% | $134,475+8.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.18% | 6782.58%-6807.8pp | 4394.89%-4420.1pp | 417.96%-443.1pp |
| Employer contribution / active EE | $1,099 | $4,400-75.0% | $3,769-70.9% | $4,740-76.8% |
| Participant deferral / active EE | $4,366 | $7,246-39.8% | $6,952-37.2% | $6,400-31.8% |
| Admin fee / account holder | $20,953 | $8,371+150.3% | $6,731+211.3% | $11,426+83.4% |