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 6-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 | $115,406 | $100,041+15.4% | $149,718-22.9% | $70,131+64.6% |
| Participation rate | 94.2% | 83.6%+10.6pp | 87.1%+7.2pp | 69.5%+24.7pp |
| Annual return | -0.64% | 27.43%-28.1pp | 1501.63%-1502.3pp | 73.14%-73.8pp |
| Employer contribution / active EE | $7,692 | $3,662+110.1% | $5,445+41.3% | $2,342+228.4% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,735 | $8,286-79.1% | $11,283-84.6% | $4,645-62.7% |