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 | $143,078 | $133,958+6.8% | $112,228+27.5% | $134,475+6.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.88% | 47.11%-71.0pp | 27.45%-51.3pp | 417.96%-441.8pp |
| Employer contribution / active EE | $4,958 | $4,038+22.8% | $3,635+36.4% | $4,740+4.6% |
| Participant deferral / active EE | $18,871 | $5,291+256.7% | $4,728+299.1% | $6,400+194.9% |
| Admin fee / account holder | $1,158 | $7,489-84.5% | $6,410-81.9% | $11,426-89.9% |