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 | $100,707 | $138,065-27.1% | $123,544-18.5% | $135,375-25.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.52% | 153.68%-163.2pp | 119.20%-128.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $4,643 | $5,151-9.9% | $4,628+0.3% | $4,779-2.8% |
| Participant deferral / active EE | $6,356 | $6,799-6.5% | $6,426-1.1% | $5,609+13.3% |
| Admin fee / account holder | $805 | $10,916-92.6% | $9,284-91.3% | $10,827-92.6% |