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 5-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 | $147,447 | $99,877+47.6% | $84,966+73.5% | $145,922+1.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 5.41% | 83.76%-78.3pp | 66.38%-61.0pp | 561.29%-555.9pp |
| Employer contribution / active EE | $7,657 | $3,231+136.9% | $2,727+180.8% | $4,660+64.3% |
| Participant deferral / active EE | $21,029 | $5,291+297.5% | $4,519+365.3% | $6,688+214.4% |
| Admin fee / account holder | $46,644 | $7,248+543.6% | $6,149+658.6% | $13,397+248.2% |