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 | $240,741 | $167,307+43.9% | $143,757+67.5% | $134,475+79.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.99% | 0.46%-25.4pp | -0.04%-24.9pp | 417.96%-443.0pp |
| Employer contribution / active EE | $5,538 | $5,619-1.4% | $4,951+11.9% | $4,740+16.9% |
| Participant deferral / active EE | $2,213 | $6,446-65.7% | $5,637-60.7% | $6,400-65.4% |
| Admin fee / account holder | $10,093 | $18,088-44.2% | $14,673-31.2% | $11,426-11.7% |