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 8-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 | $200,809 | $133,958+49.9% | $112,228+78.9% | $134,475+49.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.27% | 47.11%-70.4pp | 27.45%-50.7pp | 417.96%-441.2pp |
| Employer contribution / active EE | $3,722 | $4,038-7.8% | $3,635+2.4% | $4,740-21.5% |
| Participant deferral / active EE | $21,750 | $5,291+311.1% | $4,728+360.0% | $6,400+239.9% |
| Admin fee / account holder | $680 | $7,489-90.9% | $6,410-89.4% | $11,426-94.1% |