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 | $227,400 | $179,726+26.5% | $156,263+45.5% | $142,382+59.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 5.10% | 77.86%-72.8pp | 59.47%-54.4pp | 217.08%-212.0pp |
| Employer contribution / active EE | $25,875 | $5,069+410.4% | $4,333+497.1% | $4,299+501.9% |
| Participant deferral / active EE | $13,325 | $6,956+91.6% | $6,158+116.4% | $6,507+104.8% |
| Admin fee / account holder | $577,568 | $17,272+3243.9% | $14,255+3951.8% | $12,624+4475.3% |