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 8-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 | $147,792 | $81,625+81.1% | $58,482+152.7% | $139,434+6.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 6.76% | 7404.20%-7397.4pp | 4239.32%-4232.6pp | 372.94%-366.2pp |
| Employer contribution / active EE | $2,682 | $1,398+91.8% | $1,053+154.7% | $4,751-43.5% |
| Participant deferral / active EE | $260 | $2,557-89.8% | $1,924-86.5% | $6,710-96.1% |
| Admin fee / account holder | $1,084 | $3,265-66.8% | $2,516-56.9% | $11,403-90.5% |