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 3-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 | $75,365 | $158,398-52.4% | $126,539-40.4% | $142,382-47.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 6.46% | 593.76%-587.3pp | 425.95%-419.5pp | 217.08%-210.6pp |
| Employer contribution / active EE | $21,000 | $4,650+351.6% | $3,674+471.6% | $4,299+388.5% |
| Participant deferral / active EE | $35,413 | $4,767+642.9% | $4,083+767.4% | $6,507+444.2% |
| Admin fee / account holder | $4,002 | $6,918-42.2% | $6,065-34.0% | $12,624-68.3% |