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 | $229,551 | $88,751+158.6% | $81,812+180.6% | $145,922+57.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 4.66% | 1025.40%-1020.7pp | 773.79%-769.1pp | 561.29%-556.6pp |
| Employer contribution / active EE | $26,625 | $3,083+763.5% | $2,912+814.2% | $4,660+471.4% |
| Participant deferral / active EE | $23,000 | $4,643+395.4% | $4,319+432.6% | $6,688+243.9% |
| Admin fee / account holder | $1,437 | $8,415-82.9% | $7,386-80.5% | $13,397-89.3% |