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 | $136,320 | $83,902+62.5% | $167,512-18.6% | $84,808+60.7% |
| Participation rate | 97.1% | 66.5%+30.7pp | 77.1%+20.1pp | 68.3%+28.8pp |
| Annual return | 12.52% | 91.55%-79.0pp | 1615.79%-1603.3pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,596 | $2,264+14.7% | $3,882-33.1% | $2,631-1.3% |
| Participant deferral / active EE | $5,082 | $4,442+14.4% | $6,405-20.7% | $4,212+20.7% |
| Admin fee / account holder | $19,596 | $7,915+147.6% | $9,769+100.6% | $7,344+166.8% |