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 6-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 | $238,880 | $209,832+13.8% | $189,513+26.0% | $167,490+42.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 6.26% | 748.27%-742.0pp | 555.15%-548.9pp | 478.56%-472.3pp |
| Employer contribution / active EE | $3,354 | $6,914-51.5% | $6,162-45.6% | $4,837-30.7% |
| Participant deferral / active EE | $9,750 | $8,935+9.1% | $8,221+18.6% | $6,341+53.8% |
| Admin fee / account holder | $693 | $14,293-95.2% | $12,045-94.2% | $12,309-94.4% |