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 10-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 | $141,105 | $115,770+21.9% | $101,248+39.4% | $158,922-11.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -8.73% | 56.14%-64.9pp | 46.47%-55.2pp | 302.83%-311.6pp |
| Employer contribution / active EE | $6,546 | $4,175+56.8% | $3,660+78.9% | $4,761+37.5% |
| Participant deferral / active EE | $3,405 | $4,957-31.3% | $4,370-22.1% | $5,982-43.1% |
| Admin fee / account holder | $554 | $7,245-92.3% | $5,945-90.7% | $11,246-95.1% |