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 | $136,869 | $210,648-35.0% | $177,989-23.1% | $145,922-6.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -21.21% | 385.86%-407.1pp | 294.48%-315.7pp | 561.29%-582.5pp |
| Employer contribution / active EE | $6,336 | $4,565+38.8% | $3,949+60.4% | $4,660+36.0% |
| Participant deferral / active EE | $12,925 | $6,958+85.8% | $6,276+105.9% | $6,688+93.3% |
| Admin fee / account holder | $954 | $12,013-92.1% | $10,363-90.8% | $13,397-92.9% |