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 | $140,621 | $76,312+84.3% | $67,221+109.2% | $158,922-11.5% |
| Participation rate | 75.0% | 84.3%-9.3pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | -4.61% | 22.77%-27.4pp | 20.72%-25.3pp | 302.83%-307.4pp |
| Employer contribution / active EE | $15,002 | $4,476+235.1% | $3,723+302.9% | $4,761+215.1% |
| Participant deferral / active EE | $8,910 | $5,264+69.3% | $4,384+103.2% | $5,982+48.9% |
| Admin fee / account holder | $26,676 | $8,005+233.2% | $5,844+356.5% | $11,246+137.2% |