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 | $140,472 | $103,376+35.9% | $87,100+61.3% | $152,861-8.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | -4.38% | 28.10%-32.5pp | 28.19%-32.6pp | 345.32%-349.7pp |
| Employer contribution / active EE | $10,409 | $3,220+223.2% | $2,521+312.8% | $4,762+118.6% |
| Participant deferral / active EE | $4,265 | $4,778-10.7% | $4,049+5.3% | $5,850-27.1% |
| Admin fee / account holder | $9,312 | $12,205-23.7% | $7,497+24.2% | $11,596-19.7% |