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 | $109,141 | $99,640+9.5% | $86,436+26.3% | $134,475-18.8% |
| Participation rate | 94.4% | 82.0%+12.4pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | -22.15% | 6782.58%-6804.7pp | 4394.89%-4417.0pp | 417.96%-440.1pp |
| Employer contribution / active EE | $7,997 | $4,400+81.7% | $3,769+112.2% | $4,740+68.7% |
| Participant deferral / active EE | $4,532 | $7,246-37.5% | $6,952-34.8% | $6,400-29.2% |
| Admin fee / account holder | $1,953 | $8,371-76.7% | $6,731-71.0% | $11,426-82.9% |