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 | $224,779 | $176,377+27.4% | $134,143+67.6% | $158,922+41.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 1.37% | 63.63%-62.3pp | 36.33%-35.0pp | 302.83%-301.5pp |
| Employer contribution / active EE | $2,514 | $5,040-50.1% | $3,704-32.1% | $4,761-47.2% |
| Participant deferral / active EE | $5,786 | $4,091+41.4% | $3,499+65.4% | $5,982-3.3% |
| Admin fee / account holder | $58,175 | $8,718+567.3% | $6,684+770.3% | $11,246+417.3% |