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 | $63,540 | $74,888-15.2% | $71,209-10.8% | $142,382-55.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 3.64% | 345.14%-341.5pp | 282.51%-278.9pp | 217.08%-213.4pp |
| Employer contribution / active EE | $46,500 | $2,854+1529.1% | $2,721+1609.0% | $4,299+981.6% |
| Participant deferral / active EE | $34,750 | $4,454+680.1% | $4,175+732.3% | $6,507+434.0% |
| Admin fee / account holder | $53,390 | $5,568+858.8% | $5,349+898.2% | $12,624+322.9% |