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 | $130,550 | $102,604+27.2% | $86,188+51.5% | $139,434-6.4% |
| Participation rate | 78.6% | 74.5%+4.1pp | 69.0%+9.6pp | 80.3%-1.7pp |
| Annual return | 4.77% | 1922.51%-1917.7pp | 1168.45%-1163.7pp | 372.94%-368.2pp |
| Employer contribution / active EE | $13,001 | $3,032+328.7% | $2,380+446.2% | $4,751+173.7% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $3,985-100.0% | $6,710-100.0% |
| Admin fee / account holder | $21,305 | $8,657+146.1% | $6,852+211.0% | $11,403+86.8% |