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 4-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 | $141,229 | $83,902+68.3% | $167,512-15.7% | $84,808+66.5% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 6.34% | 91.55%-85.2pp | 1615.79%-1609.5pp | 40.90%-34.6pp |
| Employer contribution / active EE | $1,845 | $2,264-18.5% | $3,882-52.5% | $2,631-29.9% |
| Participant deferral / active EE | $3,028 | $4,442-31.8% | $6,405-52.7% | $4,212-28.1% |
| Admin fee / account holder | $22,885 | $7,915+189.1% | $9,769+134.3% | $7,344+211.6% |