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 9-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 | $170,399 | $158,817+7.3% | $121,196+40.6% | $135,375+25.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -11.22% | -0.64%-10.6pp | 16.93%-28.1pp | 519.73%-531.0pp |
| Employer contribution / active EE | $31,327 | $5,665+453.0% | $4,022+679.0% | $4,779+555.5% |
| Participant deferral / active EE | $7,863 | $4,005+96.3% | $3,344+135.1% | $5,609+40.2% |
| Admin fee / account holder | $4,380 | $6,512-32.8% | $5,019-12.7% | $10,827-59.5% |