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 6-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 | $81,021 | $183,963-56.0% | $162,163-50.0% | $152,861-47.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | -0.15% | 150.76%-150.9pp | 115.59%-115.7pp | 345.32%-345.5pp |
| Employer contribution / active EE | $15,122 | $6,371+137.4% | $5,614+169.4% | $4,762+217.5% |
| Participant deferral / active EE | $12,623 | $8,034+57.1% | $7,298+73.0% | $5,850+115.8% |
| Admin fee / account holder | $526 | $13,121-96.0% | $10,843-95.1% | $11,596-95.5% |