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 9-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 | $201,736 | $176,056+14.6% | $159,436+26.5% | $167,490+20.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.42% | 331.75%-323.3pp | 263.57%-255.1pp | 478.56%-470.1pp |
| Employer contribution / active EE | $24,158 | $5,297+356.1% | $4,829+400.2% | $4,837+399.4% |
| Participant deferral / active EE | $22,746 | $7,750+193.5% | $7,352+209.4% | $6,341+258.7% |
| Admin fee / account holder | $2,896 | $12,554-76.9% | $10,799-73.2% | $12,309-76.5% |