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 | $170,033 | $107,334+58.4% | $92,893+83.0% | $152,861+11.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | -2.49% | 145.58%-148.1pp | 109.41%-111.9pp | 345.32%-347.8pp |
| Employer contribution / active EE | $1,106 | $4,221-73.8% | $3,653-69.7% | $4,762-76.8% |
| Participant deferral / active EE | $7,141 | $4,845+47.4% | $4,236+68.6% | $5,850+22.1% |
| Admin fee / account holder | $14,112 | $7,079+99.3% | $5,794+143.6% | $11,596+21.7% |