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 4-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 | $165,814 | $70,756+134.3% | $65,493+153.2% | $142,382+16.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 6.70% | 1754.89%-1748.2pp | 982.45%-975.7pp | 217.08%-210.4pp |
| Employer contribution / active EE | $20,954 | $2,881+627.4% | $2,574+714.0% | $4,299+387.4% |
| Participant deferral / active EE | $7,374 | $4,637+59.0% | $3,961+86.2% | $6,507+13.3% |
| Admin fee / account holder | $1,828 | $6,559-72.1% | $5,028-63.7% | $12,624-85.5% |