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 | $171,064 | $108,919+57.1% | $100,391+70.4% | $145,922+17.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.98% | 57.88%-48.9pp | 49.20%-40.2pp | 561.29%-552.3pp |
| Employer contribution / active EE | $17,571 | $4,419+297.6% | $3,942+345.8% | $4,660+277.1% |
| Participant deferral / active EE | $12,800 | $8,445+51.6% | $8,082+58.4% | $6,688+91.4% |
| Admin fee / account holder | $1,690 | $9,689-82.6% | $7,899-78.6% | $13,397-87.4% |