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 | $112,878 | $115,770-2.5% | $101,248+11.5% | $158,922-29.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -12.11% | 56.14%-68.3pp | 46.47%-58.6pp | 302.83%-314.9pp |
| Employer contribution / active EE | $3,907 | $4,175-6.4% | $3,660+6.8% | $4,761-17.9% |
| Participant deferral / active EE | $8,680 | $4,957+75.1% | $4,370+98.6% | $5,982+45.1% |
| Admin fee / account holder | $681 | $7,245-90.6% | $5,945-88.6% | $11,246-93.9% |