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 8-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 | $176,761 | $56,114+215.0% | $96,139+83.9% | $85,850+105.9% |
| Participation rate | 71.1% | 56.7%+14.4pp | 68.4%+2.7pp | 69.3%+1.8pp |
| Annual return | 7.47% | 42.30%-34.8pp | 191.94%-184.5pp | 318.53%-311.1pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,990 | $2,859+74.5% | $4,349+14.7% | $3,952+26.3% |
| Admin fee / account holder | $1,113 | $3,768-70.5% | $5,537-79.9% | $6,260-82.2% |