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 | $122,333 | $77,145+58.6% | $108,410+12.8% | $85,850+42.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 12.78% | 44.54%-31.8pp | 905.27%-892.5pp | 318.53%-305.7pp |
| Employer contribution / active EE | $8,022 | $2,379+237.2% | $3,558+125.4% | $2,565+212.7% |
| Participant deferral / active EE | $4,420 | $5,566-20.6% | $6,563-32.7% | $3,952+11.8% |
| Admin fee / account holder | $49,135 | $5,172+850.0% | $7,295+573.5% | $6,260+684.9% |