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 7-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 | $135,194 | $185,822-27.2% | $169,993-20.5% | $139,434-3.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -6.30% | 60.50%-66.8pp | 53.37%-59.7pp | 372.94%-379.2pp |
| Employer contribution / active EE | $8,531 | $7,590+12.4% | $6,785+25.7% | $4,751+79.6% |
| Participant deferral / active EE | $4,800 | $11,622-58.7% | $10,408-53.9% | $6,710-28.5% |
| Admin fee / account holder | $4,314 | $15,381-71.9% | $12,815-66.3% | $11,403-62.2% |