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 | $136,452 | $105,181+29.7% | $159,436-14.4% | $85,850+58.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 10.17% | 45.07%-34.9pp | 263.57%-253.4pp | 318.53%-308.4pp |
| Employer contribution / active EE | $7,609 | $3,318+129.3% | $4,829+57.6% | $2,565+196.6% |
| Participant deferral / active EE | $6,555 | $5,945+10.3% | $7,352-10.8% | $3,952+65.9% |
| Admin fee / account holder | $1,133 | $6,933-83.7% | $10,799-89.5% | $6,260-81.9% |