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 9-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 | $167,313 | $93,024+79.9% | $77,024+117.2% | $134,475+24.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -23.36% | 62.60%-86.0pp | 42.32%-65.7pp | 417.96%-441.3pp |
| Employer contribution / active EE | $3,121 | $3,418-8.7% | $2,812+11.0% | $4,740-34.2% |
| Participant deferral / active EE | $11,941 | $5,238+128.0% | $4,426+169.8% | $6,400+86.6% |
| Admin fee / account holder | $1,415 | $6,944-79.6% | $5,425-73.9% | $11,426-87.6% |