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 | $124,180 | $115,770+7.3% | $101,248+22.6% | $158,922-21.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -2.06% | 56.14%-58.2pp | 46.47%-48.5pp | 302.83%-304.9pp |
| Employer contribution / active EE | $2,922 | $4,175-30.0% | $3,660-20.1% | $4,761-38.6% |
| Participant deferral / active EE | $7,055 | $4,957+42.3% | $4,370+61.4% | $5,982+17.9% |
| Admin fee / account holder | $338,586 | $7,245+4573.4% | $5,945+5594.8% | $11,246+2910.8% |